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 | $106,156 | $109,881-3.4% | $150,045-29.3% | $84,808+25.2% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 16.25% | 28.25%-12.0pp | 62.55%-46.3pp | 40.90%-24.6pp |
| Employer contribution / active EE | $4,090 | $3,561+14.9% | $4,693-12.9% | $2,631+55.5% |
| Participant deferral / active EE | $7,715 | $6,636+16.3% | $7,997-3.5% | $4,212+83.2% |
| Admin fee / account holder | $7,148 | $8,568-16.6% | $13,435-46.8% | $7,344-2.7% |