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 | $107,025 | $80,968+32.2% | $96,544+10.9% | $75,163+42.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.35% | 27.06%-10.7pp | 25.84%-9.5pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,422 | $2,282+6.2% | $2,965-18.3% | $2,670-9.3% |
| Participant deferral / active EE | $5,995 | $3,928+52.6% | $4,851+23.6% | $4,125+45.3% |
| Admin fee / account holder | $12,464 | $6,724+85.4% | $8,252+51.0% | $5,651+120.6% |