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 7-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 | $98,682 | $86,929+13.5% | $102,423-3.7% | $80,856+22.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.13% | 18.88%+1.2pp | 29.32%-9.2pp | 35.59%-15.5pp |
| Employer contribution / active EE | $8,502 | $2,369+258.8% | $3,023+181.2% | $2,755+208.6% |
| Participant deferral / active EE | $6,510 | $4,118+58.1% | $5,053+28.8% | $4,296+51.6% |
| Admin fee / account holder | $2,853 | $8,049-64.6% | $9,451-69.8% | $6,918-58.8% |