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 | $115,969 | $72,012+61.0% | $185,823-37.6% | $79,858+45.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 11.97% | 23.12%-11.1pp | 35.95%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,653 | $1,965+86.0% | $4,087-10.6% | $2,471+47.9% |
| Participant deferral / active EE | $9,592 | $3,779+153.8% | $5,632+70.3% | $3,740+156.5% |
| Admin fee / account holder | $942 | $4,513-79.1% | $9,500-90.1% | $5,306-82.3% |