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 | $101,196 | $78,926+28.2% | $136,749-26.0% | $84,808+19.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.37% | 18.17%-3.8pp | 24.33%-10.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $8,022 | $2,134+275.9% | $3,400+136.0% | $2,631+204.9% |
| Participant deferral / active EE | $6,090 | $3,168+92.2% | $4,692+29.8% | $4,212+44.6% |
| Admin fee / account holder | $4,541 | $6,369-28.7% | $11,386-60.1% | $7,344-38.2% |