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 | $110,837 | $95,803+15.7% | $113,168-2.1% | $84,808+30.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.41% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,475 | $2,360+4.9% | $2,975-16.8% | $2,631-5.9% |
| Participant deferral / active EE | $7,060 | $4,242+66.4% | $5,107+38.2% | $4,212+67.6% |
| Admin fee / account holder | $2,255 | $8,989-74.9% | $12,068-81.3% | $7,344-69.3% |