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 | $128,975 | $60,022+114.9% | $88,946+45.0% | $84,808+52.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.20% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,668 | $1,703+56.7% | $2,555+4.4% | $2,631+1.4% |
| Participant deferral / active EE | $5,772 | $3,114+85.4% | $4,581+26.0% | $4,212+37.1% |
| Admin fee / account holder | $2,103 | $4,811-56.3% | $8,261-74.5% | $7,344-71.4% |