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 | $96,865 | $67,606+43.3% | $82,313+17.7% | $70,131+38.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.86% | 21.57%-5.7pp | 25.88%-10.0pp | 73.14%-57.3pp |
| Employer contribution / active EE | $9,569 | $1,755+445.3% | $2,428+294.1% | $2,342+308.5% |
| Participant deferral / active EE | $13,905 | $2,987+365.5% | $3,706+275.2% | $3,332+317.4% |
| Admin fee / account holder | $11,985 | $4,512+165.6% | $5,608+113.7% | $4,645+158.0% |