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 | $114,423 | $99,341+15.2% | $84,750+35.0% | $273,961-58.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.63% | 22.93%-14.3pp | 22.78%-14.2pp | 41.45%-32.8pp |
| Employer contribution / active EE | $2,002 | $4,214-52.5% | $3,574-44.0% | $4,869-58.9% |
| Participant deferral / active EE | $4,129 | $4,269-3.3% | $3,712+11.3% | $5,287-21.9% |
| Admin fee / account holder | $26,962 | $6,644+305.8% | $5,332+405.6% | $10,132+166.1% |