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 | $104,275 | $109,881-5.1% | $150,045-30.5% | $84,808+23.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.99% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,388 | $3,561-32.9% | $4,693-49.1% | $2,631-9.2% |
| Participant deferral / active EE | $5,988 | $6,636-9.8% | $7,997-25.1% | $4,212+42.2% |
| Admin fee / account holder | $4,616 | $8,568-46.1% | $13,435-65.6% | $7,344-37.1% |