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 | $112,533 | $86,929+29.5% | $102,423+9.9% | $80,856+39.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.41% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $4,009 | $2,369+69.2% | $3,023+32.6% | $2,755+45.5% |
| Participant deferral / active EE | $4,060 | $4,118-1.4% | $5,053-19.7% | $4,296-5.5% |
| Admin fee / account holder | $11,375 | $8,049+41.3% | $9,451+20.4% | $6,918+64.4% |