See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,364 | $149,679-30.9% | $117,039-11.7% | $147,584-30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.61% | 19.31%-2.7pp | 18.95%-2.3pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,910 | $4,937+60.2% | $3,785+109.0% | $4,876+62.2% |
| Participant deferral / active EE | $4,389 | $4,912-10.7% | $3,929+11.7% | $5,439-19.3% |
| Admin fee / account holder | $3,448 | $7,856-56.1% | $5,974-42.3% | $10,885-68.3% |