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 | $106,964 | $123,793-13.6% | $177,821-39.8% | $79,858+33.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.55% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $7,627 | $4,095+86.2% | $5,918+28.9% | $2,471+208.7% |
| Participant deferral / active EE | $7,680 | $5,956+28.9% | $7,714-0.4% | $3,740+105.4% |
| Admin fee / account holder | $1,284 | $7,243-82.3% | $12,427-89.7% | $5,306-75.8% |