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 | $102,987 | $77,634+32.7% | $156,549-34.2% | $62,891+63.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.34% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,609 | $3,444+33.8% | $5,501-16.2% | $2,281+102.1% |
| Participant deferral / active EE | $6,895 | $3,045+126.4% | $4,871+41.6% | $3,203+115.3% |
| Admin fee / account holder | $2,807 | $5,561-49.5% | $13,027-78.5% | $4,296-34.6% |