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 | $116,470 | $79,944+45.7% | $98,439+18.3% | $75,163+55.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.48% | 19.75%-3.3pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,054 | $2,264+79.1% | $3,048+33.0% | $2,670+51.8% |
| Participant deferral / active EE | $5,507 | $3,752+46.8% | $4,738+16.2% | $4,125+33.5% |
| Admin fee / account holder | $797 | $6,840-88.3% | $8,948-91.1% | $5,651-85.9% |