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 | $103,287 | $109,413-5.6% | $156,263-33.9% | $84,808+21.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 18.24% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,757 | $2,907-5.2% | $4,333-36.4% | $2,631+4.8% |
| Participant deferral / active EE | $4,762 | $4,590+3.8% | $6,158-22.7% | $4,212+13.1% |
| Admin fee / account holder | $10,994 | $9,357+17.5% | $14,255-22.9% | $7,344+49.7% |