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 | $118,488 | $73,933+60.3% | $96,683+22.6% | $75,163+57.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.28% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $3,984 | $2,928+36.1% | $3,737+6.6% | $2,670+49.2% |
| Participant deferral / active EE | $10,041 | $3,659+174.4% | $4,878+105.8% | $4,125+143.4% |
| Admin fee / account holder | $3,848 | $5,216-26.2% | $6,730-42.8% | $5,651-31.9% |