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 | $102,464 | $87,013+17.8% | $106,213-3.5% | $80,856+26.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.50% | 17.05%-2.6pp | 116.14%-101.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,651 | $2,395+10.7% | $3,171-16.4% | $2,755-3.8% |
| Participant deferral / active EE | $7,891 | $3,986+98.0% | $5,016+57.3% | $4,296+83.7% |
| Admin fee / account holder | $1,343 | $8,431-84.1% | $11,033-87.8% | $6,918-80.6% |