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 | $102,341 | $57,354+78.4% | $83,848+22.1% | $64,186+59.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.60% | 11.38%-4.8pp | 850.88%-844.3pp | 7.63%-1.0pp |
| Employer contribution / active EE | $4,074 | $2,545+60.1% | $3,631+12.2% | $2,381+71.1% |
| Participant deferral / active EE | $2,517 | $2,993-15.9% | $4,082-38.3% | $3,470-27.5% |
| Admin fee / account holder | $4,006 | $4,046-1.0% | $5,478-26.9% | $4,888-18.0% |