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 | $128,784 | $61,280+110.2% | $69,780+84.6% | $84,808+51.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 12.17% | 12.93%-0.8pp | 26.31%-14.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $8,866 | $3,577+147.9% | $4,168+112.7% | $2,631+237.0% |
| Participant deferral / active EE | $9,547 | $3,756+154.2% | $6,164+54.9% | $4,212+126.7% |
| Admin fee / account holder | $31,908 | $6,026+429.5% | $7,285+338.0% | $7,344+334.5% |