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 | $114,514 | $79,944+43.2% | $98,439+16.3% | $75,163+52.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.84% | 19.75%-1.9pp | 21.16%-3.3pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,516 | $2,264+11.2% | $3,048-17.4% | $2,670-5.7% |
| Participant deferral / active EE | $3,785 | $3,752+0.9% | $4,738-20.1% | $4,125-8.2% |
| Admin fee / account holder | $5,275 | $6,840-22.9% | $8,948-41.0% | $5,651-6.7% |