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 | $104,891 | $51,175+105.0% | $70,515+48.8% | $75,163+39.6% |
| Participation rate | 83.0% | 60.9%+22.1pp | 68.3%+14.7pp | 67.2%+15.8pp |
| Annual return | 19.42% | 30.02%-10.6pp | 32.77%-13.4pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,860 | $1,826+56.6% | $2,973-3.8% | $2,670+7.1% |
| Participant deferral / active EE | $11,285 | $2,849+296.1% | $4,567+147.1% | $4,125+173.6% |
| Admin fee / account holder | $6,646 | $4,091+62.5% | $6,412+3.6% | $5,651+17.6% |