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 | $106,576 | $48,076+121.7% | $78,689+35.4% | $62,891+69.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.65% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,498 | $2,015+24.0% | $2,851-12.4% | $2,281+9.5% |
| Participant deferral / active EE | $7,367 | $2,588+184.7% | $3,517+109.5% | $3,203+130.0% |
| Admin fee / account holder | $1,446 | $3,207-54.9% | $4,510-67.9% | $4,296-66.3% |