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 | $95,257 | $80,717+18.0% | $154,803-38.5% | $84,808+12.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.50% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $8,968 | $2,761+224.8% | $4,305+108.3% | $2,631+240.8% |
| Participant deferral / active EE | $5,302 | $3,303+60.5% | $5,540-4.3% | $4,212+25.9% |
| Admin fee / account holder | $1,194 | $6,746-82.3% | $14,329-91.7% | $7,344-83.7% |