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 | $94,474 | $65,395+44.5% | $182,532-48.2% | $72,985+29.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 21.56% | 27.68%-6.1pp | 148.54%-127.0pp | 81.00%-59.4pp |
| Employer contribution / active EE | $5,460 | $1,911+185.7% | $4,076+34.0% | $2,440+123.8% |
| Participant deferral / active EE | $9,700 | $3,563+172.3% | $5,524+75.6% | $3,607+168.9% |
| Admin fee / account holder | $3,661 | $4,245-13.7% | $8,592-57.4% | $5,124-28.5% |