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 | $106,046 | $85,766+23.6% | $136,294-22.2% | $70,131+51.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.12% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $2,799 | $2,966-5.6% | $4,695-40.4% | $2,342+19.5% |
| Participant deferral / active EE | $5,882 | $5,051+16.4% | $6,247-5.9% | $3,332+76.5% |
| Admin fee / account holder | $9,077 | $5,420+67.5% | $9,243-1.8% | $4,645+95.4% |