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 | $74,325 | $39,122+90.0% | $57,179+30.0% | $62,891+18.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.62% | 9.23%-1.6pp | 14.59%-7.0pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,592 | $1,874+38.3% | $2,682-3.4% | $2,281+13.6% |
| Participant deferral / active EE | $3,294 | $2,374+38.8% | $3,096+6.4% | $3,203+2.8% |
| Admin fee / account holder | $9,118 | $2,592+251.8% | $3,139+190.5% | $4,296+112.3% |