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 | $102,550 | $94,625+8.4% | $116,228-11.8% | $84,808+20.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.05% | 20.40%-3.4pp | 90.06%-73.0pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,807 | $2,347+104.8% | $2,994+60.5% | $2,631+82.7% |
| Participant deferral / active EE | $9,652 | $3,972+143.0% | $4,953+94.9% | $4,212+129.2% |
| Admin fee / account holder | $26,314 | $10,091+160.8% | $11,989+119.5% | $7,344+258.3% |