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 | $98,658 | $48,076+105.2% | $78,689+25.4% | $62,891+56.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.50% | 31.35%-22.9pp | 62.18%-53.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $8,271 | $2,015+310.5% | $2,851+190.2% | $2,281+262.6% |
| Participant deferral / active EE | $6,908 | $2,588+166.9% | $3,517+96.4% | $3,203+115.7% |
| Admin fee / account holder | $5,155 | $3,207+60.7% | $4,510+14.3% | $4,296+20.0% |