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 | $96,777 | $87,013+11.2% | $106,213-8.9% | $80,856+19.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 16.48% | 17.05%-0.6pp | 116.14%-99.7pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,737 | $2,395+14.3% | $3,171-13.7% | $2,755-0.7% |
| Participant deferral / active EE | $7,587 | $3,986+90.3% | $5,016+51.3% | $4,296+76.6% |
| Admin fee / account holder | $9,454 | $8,431+12.1% | $11,033-14.3% | $6,918+36.7% |