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 | $113,330 | $106,584+6.3% | $101,326+11.8% | $142,382-20.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.42% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $10,549 | $3,956+166.7% | $3,665+187.8% | $4,299+145.4% |
| Participant deferral / active EE | $25,111 | $8,297+202.6% | $7,994+214.1% | $6,507+285.9% |
| Admin fee / account holder | $13,804 | $11,446+20.6% | $11,185+23.4% | $12,624+9.3% |