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 | $107,793 | $74,927+43.9% | $101,794+5.9% | $84,808+27.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.46% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,531 | $1,522+0.6% | $2,289-33.1% | $2,631-41.8% |
| Participant deferral / active EE | $8,075 | $3,099+160.6% | $4,084+97.7% | $4,212+91.7% |
| Admin fee / account holder | $10,739 | $6,514+64.9% | $8,777+22.3% | $7,344+46.2% |