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 | $122,685 | $109,881+11.7% | $150,045-18.2% | $84,808+44.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.61% | 28.25%-9.6pp | 62.55%-43.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $3,837 | $3,561+7.7% | $4,693-18.2% | $2,631+45.8% |
| Participant deferral / active EE | $12,056 | $6,636+81.7% | $7,997+50.8% | $4,212+186.3% |
| Admin fee / account holder | $16,089 | $8,568+87.8% | $13,435+19.8% | $7,344+119.1% |