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 | $100,048 | $78,926+26.8% | $136,749-26.8% | $84,808+18.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 17.07% | 18.17%-1.1pp | 24.33%-7.3pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,490 | $2,134+251.0% | $3,400+120.3% | $2,631+184.7% |
| Participant deferral / active EE | $6,275 | $3,168+98.1% | $4,692+33.7% | $4,212+49.0% |
| Admin fee / account holder | $17,428 | $6,369+173.6% | $11,386+53.1% | $7,344+137.3% |