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 9-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 | $104,286 | $138,347-24.6% | $184,203-43.4% | $80,856+29.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.54% | 20.02%-7.5pp | 28.81%-16.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,338 | $4,850+10.0% | $6,427-16.9% | $2,755+93.8% |
| Participant deferral / active EE | $11,141 | $7,071+57.6% | $9,131+22.0% | $4,296+159.4% |
| Admin fee / account holder | $4,298 | $10,483-59.0% | $13,901-69.1% | $6,918-37.9% |