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 9-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 | $106,903 | $99,341+7.6% | $84,750+26.1% | $273,961-61.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | 22.93%-16.4pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $10,972 | $4,214+160.4% | $3,574+207.0% | $4,869+125.4% |
| Participant deferral / active EE | $4,800 | $4,269+12.4% | $3,712+29.3% | $5,287-9.2% |
| Admin fee / account holder | $29,085 | $6,644+337.8% | $5,332+445.5% | $10,132+187.1% |