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 | $115,027 | $71,050+61.9% | $93,606+22.9% | $80,856+42.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.28% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,236 | $1,564-21.0% | $2,420-48.9% | $2,755-55.1% |
| Participant deferral / active EE | $5,025 | $4,034+24.6% | $4,411+13.9% | $4,296+17.0% |
| Admin fee / account holder | $9,718 | $6,945+39.9% | $8,285+17.3% | $6,918+40.5% |