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 6-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 | $116,157 | $80,673+44.0% | $101,326+14.6% | $84,808+37.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 26.50% | 38.95%-12.5pp | 36.82%-10.3pp | 40.90%-14.4pp |
| Employer contribution / active EE | $17,802 | $2,698+559.9% | $3,665+385.7% | $2,631+576.6% |
| Participant deferral / active EE | $13,036 | $6,840+90.6% | $7,994+63.1% | $4,212+209.5% |
| Admin fee / account holder | $4,171 | $12,784-67.4% | $11,185-62.7% | $7,344-43.2% |