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 | $112,919 | $80,968+39.5% | $96,544+17.0% | $75,163+50.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.37% | 27.06%-12.7pp | 25.84%-11.5pp | 160.62%-146.2pp |
| Employer contribution / active EE | $7,223 | $2,282+216.6% | $2,965+143.6% | $2,670+170.5% |
| Participant deferral / active EE | $5,078 | $3,928+29.3% | $4,851+4.7% | $4,125+23.1% |
| Admin fee / account holder | $10,443 | $6,724+55.3% | $8,252+26.5% | $5,651+84.8% |