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 | $125,158 | $101,724+23.0% | $164,813-24.1% | $80,856+54.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.93% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $5,138 | $2,953+74.0% | $4,341+18.4% | $2,755+86.5% |
| Participant deferral / active EE | $8,812 | $4,477+96.8% | $6,031+46.1% | $4,296+105.1% |
| Admin fee / account holder | $8,768 | $8,227+6.6% | $12,690-30.9% | $6,918+26.7% |