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 | $116,202 | $95,803+21.3% | $113,168+2.7% | $84,808+37.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 20.82% | 25.00%-4.2pp | 24.27%-3.4pp | 40.90%-20.1pp |
| Employer contribution / active EE | $8,640 | $2,360+266.1% | $2,975+190.4% | $2,631+228.4% |
| Participant deferral / active EE | $16,191 | $4,242+281.7% | $5,107+217.0% | $4,212+284.4% |
| Admin fee / account holder | $3,986 | $8,989-55.7% | $12,068-67.0% | $7,344-45.7% |