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 | $141,641 | $76,552+85.0% | $123,892+14.3% | $62,891+125.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.18% | 18.68%-12.5pp | 47.52%-41.3pp | 20.14%-14.0pp |
| Employer contribution / active EE | $12,083 | $2,883+319.2% | $4,617+161.7% | $2,281+429.7% |
| Participant deferral / active EE | $7,691 | $4,840+58.9% | $5,984+28.5% | $3,203+140.1% |
| Admin fee / account holder | $1,431 | $4,826-70.4% | $8,357-82.9% | $4,296-66.7% |