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 | $142,346 | $87,013+63.6% | $106,213+34.0% | $80,856+76.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.16% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $5,634 | $2,395+135.2% | $3,171+77.6% | $2,755+104.5% |
| Participant deferral / active EE | $6,456 | $3,986+62.0% | $5,016+28.7% | $4,296+50.3% |
| Admin fee / account holder | $2,933 | $8,431-65.2% | $11,033-73.4% | $6,918-57.6% |