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 | $116,183 | $81,248+43.0% | $155,509-25.3% | $80,856+43.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.21% | 33.31%-22.1pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $3,451 | $3,100+11.3% | $4,672-26.1% | $2,755+25.3% |
| Participant deferral / active EE | $6,570 | $3,452+90.3% | $5,626+16.8% | $4,296+52.9% |
| Admin fee / account holder | $1,306 | $7,997-83.7% | $15,912-91.8% | $6,918-81.1% |