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 | $124,100 | $362,131-65.7% | $285,549-56.5% | $357,791-65.3% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 11.27% | 5.08%+6.2pp | 7.15%+4.1pp | 396.79%-385.5pp |
| Employer contribution / active EE | $6,847 | $5,952+15.0% | $5,022+36.3% | $7,508-8.8% |
| Participant deferral / active EE | $5,651 | $5,478+3.1% | $4,549+24.2% | $5,521+2.4% |
| Admin fee / account holder | $7,221 | $16,774-57.0% | $13,934-48.2% | $28,387-74.6% |