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 | $106,230 | $72,012+47.5% | $185,823-42.8% | $79,858+33.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 19.10% | 23.12%-4.0pp | 35.95%-16.9pp | 31.71%-12.6pp |
| Employer contribution / active EE | $2,160 | $1,965+10.0% | $4,087-47.2% | $2,471-12.6% |
| Participant deferral / active EE | $6,043 | $3,779+59.9% | $5,632+7.3% | $3,740+61.6% |
| Admin fee / account holder | $25,771 | $4,513+471.1% | $9,500+171.3% | $5,306+385.7% |