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 | $138,079 | $87,013+58.7% | $106,213+30.0% | $80,856+70.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 19.20% | 17.05%+2.1pp | 116.14%-96.9pp | 35.59%-16.4pp |
| Employer contribution / active EE | $8,891 | $2,395+271.2% | $3,171+180.4% | $2,755+222.8% |
| Participant deferral / active EE | $6,567 | $3,986+64.8% | $5,016+30.9% | $4,296+52.9% |
| Admin fee / account holder | $8,833 | $8,431+4.8% | $11,033-19.9% | $6,918+27.7% |