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 | $110,008 | $79,944+37.6% | $98,439+11.8% | $75,163+46.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.16% | 19.75%-2.6pp | 21.16%-4.0pp | 160.62%-143.5pp |
| Employer contribution / active EE | $4,694 | $2,264+107.3% | $3,048+54.0% | $2,670+75.8% |
| Participant deferral / active EE | $7,497 | $3,752+99.8% | $4,738+58.2% | $4,125+81.8% |
| Admin fee / account holder | $9,218 | $6,840+34.8% | $8,948+3.0% | $5,651+63.1% |