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 | $110,911 | $77,899+42.4% | $149,673-25.9% | $75,163+47.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.73% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,866 | $3,137+55.1% | $4,818+1.0% | $2,670+82.3% |
| Participant deferral / active EE | $5,443 | $3,411+59.6% | $5,680-4.2% | $4,125+31.9% |
| Admin fee / account holder | $14,012 | $5,956+135.2% | $13,210+6.1% | $5,651+148.0% |