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 | $115,853 | $81,248+42.6% | $155,509-25.5% | $80,856+43.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.34% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,959 | $3,100-4.5% | $4,672-36.7% | $2,755+7.4% |
| Participant deferral / active EE | $5,961 | $3,452+72.7% | $5,626+6.0% | $4,296+38.8% |
| Admin fee / account holder | $25,841 | $7,997+223.1% | $15,912+62.4% | $6,918+273.5% |