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 | $146,038 | $56,897+156.7% | $84,750+72.3% | $62,891+132.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.95% | 6.30%+1.7pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,963 | $2,400+273.5% | $3,574+150.8% | $2,281+293.0% |
| Participant deferral / active EE | $4,595 | $2,709+69.6% | $3,712+23.8% | $3,203+43.5% |
| Admin fee / account holder | $8,824 | $3,581+146.4% | $5,332+65.5% | $4,296+105.4% |