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 | $114,114 | $99,032+15.2% | $80,019+42.6% | $135,375-15.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 7.56% | 15.39%-7.8pp | 11.22%-3.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $3,472 | $3,043+14.1% | $2,468+40.7% | $4,779-27.4% |
| Participant deferral / active EE | $3,777 | $4,282-11.8% | $3,686+2.5% | $5,609-32.7% |
| Admin fee / account holder | $4,285 | $10,436-58.9% | $6,521-34.3% | $10,827-60.4% |