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 | $106,743 | $65,703+62.5% | $94,224+13.3% | $59,632+79.0% |
| Participation rate | 81.7% | 72.1%+9.6pp | 78.8%+3.0pp | 68.7%+13.0pp |
| Annual return | 1.18% | 5.22%-4.0pp | 10.68%-9.5pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $2,584 | $2,021+27.9% | $3,587-28.0% | $2,203+17.3% |
| Participant deferral / active EE | $4,793 | $3,143+52.5% | $4,320+10.9% | $3,192+50.2% |
| Admin fee / account holder | $6,354 | $4,264+49.0% | $6,269+1.4% | $4,297+47.9% |