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 6-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 | $103,721 | $77,503+33.8% | $100,391+3.3% | $80,856+28.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.29% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $15,121 | $2,801+439.9% | $3,942+283.6% | $2,755+448.9% |
| Participant deferral / active EE | $17,464 | $6,820+156.1% | $8,082+116.1% | $4,296+306.5% |
| Admin fee / account holder | $5,689 | $5,897-3.5% | $7,899-28.0% | $6,918-17.8% |