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 | $105,175 | $67,411+56.0% | $91,001+15.6% | $70,131+50.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 14.88% | -40.16%+55.0pp | 4.60%+10.3pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,081 | $1,786+72.5% | $2,456+25.5% | $2,342+31.5% |
| Participant deferral / active EE | $4,606 | $2,823+63.2% | $3,547+29.8% | $3,332+38.3% |
| Admin fee / account holder | $1,298 | $4,236-69.4% | $5,417-76.0% | $4,645-72.1% |