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 | $116,778 | $81,248+43.7% | $155,509-24.9% | $80,856+44.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 36.27% | 33.31%+3.0pp | 64.67%-28.4pp | 35.59%+0.7pp |
| Employer contribution / active EE | $2,524 | $3,100-18.6% | $4,672-46.0% | $2,755-8.4% |
| Participant deferral / active EE | $4,965 | $3,452+43.8% | $5,626-11.8% | $4,296+15.6% |
| Admin fee / account holder | $19,638 | $7,997+145.6% | $15,912+23.4% | $6,918+183.9% |