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 | $98,919 | $71,050+39.2% | $93,606+5.7% | $80,856+22.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.83% | 11.26%+2.6pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,623 | $1,564+3.8% | $2,420-32.9% | $2,755-41.1% |
| Participant deferral / active EE | $8,372 | $4,034+107.5% | $4,411+89.8% | $4,296+94.9% |
| Admin fee / account holder | $6,720 | $6,945-3.2% | $8,285-18.9% | $6,918-2.9% |