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 | $110,463 | $86,929+27.1% | $102,423+7.8% | $80,856+36.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.99% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $5,505 | $2,369+132.3% | $3,023+82.1% | $2,755+99.8% |
| Participant deferral / active EE | $7,123 | $4,118+73.0% | $5,053+41.0% | $4,296+65.8% |
| Admin fee / account holder | $10,943 | $8,049+36.0% | $9,451+15.8% | $6,918+58.2% |