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 | $141,559 | $87,013+62.7% | $106,213+33.3% | $80,856+75.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.66% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $6,444 | $2,395+169.1% | $3,171+103.2% | $2,755+133.9% |
| Participant deferral / active EE | $8,231 | $3,986+106.5% | $5,016+64.1% | $4,296+91.6% |
| Admin fee / account holder | $5,449 | $8,431-35.4% | $11,033-50.6% | $6,918-21.2% |