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 | $110,389 | $76,552+44.2% | $123,892-10.9% | $62,891+75.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.90% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $8,463 | $2,883+193.6% | $4,617+83.3% | $2,281+271.0% |
| Participant deferral / active EE | $6,912 | $4,840+42.8% | $5,984+15.5% | $3,203+115.8% |
| Admin fee / account holder | $8,952 | $4,826+85.5% | $8,357+7.1% | $4,296+108.4% |