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 | $88,851 | $87,013+2.1% | $106,213-16.3% | $80,856+9.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 23.54% | 17.05%+6.5pp | 116.14%-92.6pp | 35.59%-12.1pp |
| Employer contribution / active EE | $6,385 | $2,395+166.6% | $3,171+101.3% | $2,755+131.8% |
| Participant deferral / active EE | $12,583 | $3,986+215.7% | $5,016+150.9% | $4,296+192.9% |
| Admin fee / account holder | $3,812 | $8,431-54.8% | $11,033-65.4% | $6,918-44.9% |