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 | $133,808 | $81,248+64.7% | $155,509-14.0% | $80,856+65.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.92% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,196 | $3,100+132.1% | $4,672+54.0% | $2,755+161.2% |
| Participant deferral / active EE | $3,780 | $3,452+9.5% | $5,626-32.8% | $4,296-12.0% |
| Admin fee / account holder | $2,596 | $7,997-67.5% | $15,912-83.7% | $6,918-62.5% |