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 7-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 | $109,026 | $81,248+34.2% | $155,509-29.9% | $80,856+34.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.91% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,028 | $3,100+126.7% | $4,672+50.4% | $2,755+155.1% |
| Participant deferral / active EE | $15,973 | $3,452+362.8% | $5,626+183.9% | $4,296+271.8% |
| Admin fee / account holder | $4,191 | $7,997-47.6% | $15,912-73.7% | $6,918-39.4% |