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 | $111,238 | $66,402+67.5% | $109,895+1.2% | $85,850+29.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 28.62% | 19.59%+9.0pp | 29.45%-0.8pp | 318.53%-289.9pp |
| Employer contribution / active EE | $3,420 | $1,687+102.7% | $2,842+20.3% | $2,565+33.3% |
| Participant deferral / active EE | $3,439 | $2,842+21.0% | $4,048-15.0% | $3,952-13.0% |
| Admin fee / account holder | $10,390 | $4,557+128.0% | $6,066+71.3% | $6,260+66.0% |