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 | $109,767 | $93,571+17.3% | $135,903-19.2% | $75,163+46.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.07% | 30.90%-14.8pp | 68.23%-52.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $3,456 | $3,537-2.3% | $4,856-28.8% | $2,670+29.5% |
| Participant deferral / active EE | $6,855 | $6,404+7.0% | $7,758-11.6% | $4,125+66.2% |
| Admin fee / account holder | $10,391 | $6,975+49.0% | $10,762-3.5% | $5,651+83.9% |