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 | $131,353 | $81,248+61.7% | $155,509-15.5% | $80,856+62.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.45% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,719 | $3,100+181.2% | $4,672+86.6% | $2,755+216.5% |
| Participant deferral / active EE | $5,983 | $3,452+73.3% | $5,626+6.3% | $4,296+39.3% |
| Admin fee / account holder | $6,291 | $7,997-21.3% | $15,912-60.5% | $6,918-9.1% |