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 | $110,397 | $86,929+27.0% | $102,423+7.8% | $80,856+36.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.87% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,889 | $2,369+21.9% | $3,023-4.4% | $2,755+4.9% |
| Participant deferral / active EE | $9,407 | $4,118+128.4% | $5,053+86.2% | $4,296+119.0% |
| Admin fee / account holder | $6,669 | $8,049-17.2% | $9,451-29.4% | $6,918-3.6% |