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 | $116,350 | $96,484+20.6% | $75,886+53.3% | $152,861-23.9% |
| Participation rate | 91.7% | 76.2%+15.5pp | 69.3%+22.4pp | 82.4%+9.2pp |
| Annual return | 25.53% | 33.98%-8.5pp | 30.76%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $6,600 | $3,309+99.4% | $2,500+164.0% | $4,762+38.6% |
| Participant deferral / active EE | $8,591 | $4,553+88.7% | $3,603+138.4% | $5,850+46.9% |
| Admin fee / account holder | $754 | $8,078-90.7% | $5,418-86.1% | $11,596-93.5% |