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 | $91,952 | $87,013+5.7% | $106,213-13.4% | $80,856+13.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.54% | 17.05%-4.5pp | 116.14%-103.6pp | 35.59%-23.1pp |
| Employer contribution / active EE | $4,716 | $2,395+96.9% | $3,171+48.7% | $2,755+71.2% |
| Participant deferral / active EE | $6,688 | $3,986+67.8% | $5,016+33.3% | $4,296+55.7% |
| Admin fee / account holder | $4,164 | $8,431-50.6% | $11,033-62.3% | $6,918-39.8% |