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 | $110,795 | $58,523+89.3% | $99,443+11.4% | $72,985+51.8% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 26.76% | 28.51%-1.8pp | 30.72%-4.0pp | 81.00%-54.2pp |
| Employer contribution / active EE | $2,565 | $1,512+69.6% | $2,540+1.0% | $2,440+5.1% |
| Participant deferral / active EE | $6,325 | $2,606+142.7% | $3,619+74.8% | $3,607+75.3% |
| Admin fee / account holder | $608 | $4,102-85.2% | $6,250-90.3% | $5,124-88.1% |