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 | $103,318 | $92,222+12.0% | $76,768+34.6% | $135,375-23.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 7.69% | 5.46%+2.2pp | 2.43%+5.3pp | 519.73%-512.0pp |
| Employer contribution / active EE | $12,737 | $3,216+296.1% | $2,485+412.5% | $4,779+166.5% |
| Participant deferral / active EE | $6,216 | $4,509+37.9% | $3,852+61.4% | $5,609+10.8% |
| Admin fee / account holder | $9,673 | $10,748-10.0% | $6,675+44.9% | $10,827-10.7% |