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 | $117,080 | $100,923+16.0% | $150,045-22.0% | $74,304+57.6% |
| Participation rate | 95.0% | 70.1%+24.9pp | 82.3%+12.7pp | 60.3%+34.7pp |
| Annual return | 20.54% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $3,924 | $3,463+13.3% | $4,693-16.4% | $2,241+75.1% |
| Participant deferral / active EE | $12,274 | $6,709+82.9% | $7,997+53.5% | $3,767+225.8% |
| Admin fee / account holder | $9,132 | $2,767+230.1% | $13,435-32.0% | $2,969+207.6% |