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 | $141,619 | $87,013+62.8% | $106,213+33.3% | $80,856+75.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.57% | 17.05%-6.5pp | 116.14%-105.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,258 | $2,395-5.7% | $3,171-28.8% | $2,755-18.0% |
| Participant deferral / active EE | $4,533 | $3,986+13.7% | $5,016-9.6% | $4,296+5.5% |
| Admin fee / account holder | $15,981 | $8,431+89.5% | $11,033+44.8% | $6,918+131.0% |