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 | $133,166 | $86,929+53.2% | $102,423+30.0% | $80,856+64.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.65% | 18.88%-2.2pp | 29.32%-12.7pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,065 | $2,369-55.0% | $3,023-64.8% | $2,755-61.3% |
| Participant deferral / active EE | $5,679 | $4,118+37.9% | $5,053+12.4% | $4,296+32.2% |
| Admin fee / account holder | $10,143 | $8,049+26.0% | $9,451+7.3% | $6,918+46.6% |