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 | $109,747 | $72,277+51.8% | $101,248+8.4% | $79,858+37.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 14.14% | 22.30%-8.2pp | 46.47%-32.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $5,341 | $2,692+98.5% | $3,660+46.0% | $2,471+116.2% |
| Participant deferral / active EE | $9,879 | $3,282+201.0% | $4,370+126.0% | $3,740+164.1% |
| Admin fee / account holder | $6,560 | $4,400+49.1% | $5,945+10.3% | $5,306+23.6% |