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 | $95,206 | $81,460+16.9% | $103,333-7.9% | $80,856+17.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.23% | 25.55%-10.3pp | 24.88%-9.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,498 | $3,105+12.7% | $3,868-9.6% | $2,755+27.0% |
| Participant deferral / active EE | $5,556 | $3,869+43.6% | $5,057+9.9% | $4,296+29.3% |
| Admin fee / account holder | $1,138 | $6,566-82.7% | $8,355-86.4% | $6,918-83.5% |