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 | $129,751 | $101,724+27.6% | $164,813-21.3% | $80,856+60.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.31% | 16.72%-4.4pp | 69.93%-57.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $7,417 | $2,953+151.1% | $4,341+70.9% | $2,755+169.2% |
| Participant deferral / active EE | $5,960 | $4,477+33.1% | $6,031-1.2% | $4,296+38.7% |
| Admin fee / account holder | $35,983 | $8,227+337.4% | $12,690+183.6% | $6,918+420.1% |