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 7-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 | $110,905 | $109,881+0.9% | $150,045-26.1% | $84,808+30.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.62% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $4,668 | $3,561+31.1% | $4,693-0.5% | $2,631+77.4% |
| Participant deferral / active EE | $13,629 | $6,636+105.4% | $7,997+70.4% | $4,212+223.6% |
| Admin fee / account holder | $4,878 | $8,568-43.1% | $13,435-63.7% | $7,344-33.6% |