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 | $110,002 | $86,929+26.5% | $102,423+7.4% | $80,856+36.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.40% | 18.88%-4.5pp | 29.32%-14.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $10,207 | $2,369+330.8% | $3,023+237.6% | $2,755+270.5% |
| Participant deferral / active EE | $9,256 | $4,118+124.7% | $5,053+83.2% | $4,296+115.5% |
| Admin fee / account holder | $37,381 | $8,049+364.4% | $9,451+295.5% | $6,918+440.3% |