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 | $109,093 | $80,717+35.2% | $154,803-29.5% | $84,808+28.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.63% | 37.96%-24.3pp | 58.88%-45.3pp | 40.90%-27.3pp |
| Employer contribution / active EE | $4,404 | $2,761+59.5% | $4,305+2.3% | $2,631+67.4% |
| Participant deferral / active EE | $10,828 | $3,303+227.8% | $5,540+95.4% | $4,212+157.1% |
| Admin fee / account holder | $11,214 | $6,746+66.2% | $14,329-21.7% | $7,344+52.7% |