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 | $123,596 | $101,724+21.5% | $164,813-25.0% | $80,856+52.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.62% | 16.72%-3.1pp | 69.93%-56.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $3,949 | $2,953+33.7% | $4,341-9.0% | $2,755+43.4% |
| Participant deferral / active EE | $10,598 | $4,477+136.7% | $6,031+75.7% | $4,296+146.7% |
| Admin fee / account holder | $30,298 | $8,227+268.3% | $12,690+138.8% | $6,918+338.0% |