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 | $104,986 | $76,312+37.6% | $67,221+56.2% | $158,922-33.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.45% | 22.77%-10.3pp | 20.72%-8.3pp | 302.83%-290.4pp |
| Employer contribution / active EE | $4,483 | $4,476+0.1% | $3,723+20.4% | $4,761-5.8% |
| Participant deferral / active EE | $9,410 | $5,264+78.8% | $4,384+114.6% | $5,982+57.3% |
| Admin fee / account holder | $15,910 | $8,005+98.7% | $5,844+172.2% | $11,246+41.5% |