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 | $103,727 | $46,553+122.8% | $64,056+61.9% | $75,163+38.0% |
| Participation rate | 96.6% | 65.9%+30.6pp | 72.3%+24.2pp | 67.2%+29.4pp |
| Annual return | 18.18% | 26.03%-7.9pp | 33.69%-15.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $9,190 | $1,974+365.6% | $2,747+234.6% | $2,670+244.2% |
| Participant deferral / active EE | $7,562 | $2,837+166.6% | $3,880+94.9% | $4,125+83.3% |
| Admin fee / account holder | $11,938 | $2,952+304.4% | $3,068+289.1% | $5,651+111.3% |