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 | $122,784 | $153,311-19.9% | $109,313+12.3% | $273,961-55.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.04% | 29.86%-20.8pp | 22.07%-13.0pp | 41.45%-32.4pp |
| Employer contribution / active EE | $12,475 | $5,619+122.0% | $3,892+220.5% | $4,869+156.2% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.5% |
| Admin fee / account holder | $505 | $8,076-93.8% | $5,666-91.1% | $10,132-95.0% |