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 | $112,504 | $90,503+24.3% | $78,689+43.0% | $273,961-58.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.99% | 75.60%-67.6pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $11,716 | $3,176+268.9% | $2,851+311.0% | $4,869+140.6% |
| Participant deferral / active EE | $5,464 | $3,901+40.1% | $3,517+55.4% | $5,287+3.3% |
| Admin fee / account holder | $2,386 | $5,263-54.7% | $4,510-47.1% | $10,132-76.4% |