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 | $138,017 | $81,248+69.9% | $155,509-11.2% | $80,856+70.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,640 | $3,100-47.1% | $4,672-64.9% | $2,755-40.5% |
| Participant deferral / active EE | $5,515 | $3,452+59.8% | $5,626-2.0% | $4,296+28.4% |
| Admin fee / account holder | $3,107 | $7,997-61.2% | $15,912-80.5% | $6,918-55.1% |