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 | $99,029 | $80,717+22.7% | $154,803-36.0% | $84,808+16.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.90% | 37.96%-24.1pp | 58.88%-45.0pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,807 | $2,761-34.5% | $4,305-58.0% | $2,631-31.3% |
| Participant deferral / active EE | $4,150 | $3,303+25.6% | $5,540-25.1% | $4,212-1.5% |
| Admin fee / account holder | $9,716 | $6,746+44.0% | $14,329-32.2% | $7,344+32.3% |