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 | $114,469 | $109,881+4.2% | $150,045-23.7% | $84,808+35.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.57% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $4,652 | $3,561+30.6% | $4,693-0.9% | $2,631+76.8% |
| Participant deferral / active EE | $6,269 | $6,636-5.5% | $7,997-21.6% | $4,212+48.9% |
| Admin fee / account holder | $10,219 | $8,568+19.3% | $13,435-23.9% | $7,344+39.1% |