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 | $91,060 | $109,881-17.1% | $150,045-39.3% | $84,808+7.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.46% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,860 | $3,561+36.5% | $4,693+3.5% | $2,631+84.7% |
| Participant deferral / active EE | $7,624 | $6,636+14.9% | $7,997-4.7% | $4,212+81.0% |
| Admin fee / account holder | $25,287 | $8,568+195.1% | $13,435+88.2% | $7,344+244.3% |