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 | $114,627 | $106,515+7.6% | $96,683+18.6% | $139,434-17.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.47% | 38.43%-25.0pp | 35.69%-22.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $7,143 | $4,103+74.1% | $3,737+91.2% | $4,751+50.4% |
| Participant deferral / active EE | $3,357 | $5,454-38.4% | $4,878-31.2% | $6,710-50.0% |
| Admin fee / account holder | $1,189 | $7,877-84.9% | $6,730-82.3% | $11,403-89.6% |