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 | $127,787 | $73,933+72.8% | $96,683+32.2% | $75,163+70.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.66% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-144.0pp |
| Employer contribution / active EE | $2,382 | $2,928-18.6% | $3,737-36.2% | $2,670-10.8% |
| Participant deferral / active EE | $4,912 | $3,659+34.3% | $4,878+0.7% | $4,125+19.1% |
| Admin fee / account holder | $2,938 | $5,216-43.7% | $6,730-56.3% | $5,651-48.0% |