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 | $100,904 | $81,248+24.2% | $155,509-35.1% | $80,856+24.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.62% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,362 | $3,100+40.7% | $4,672-6.6% | $2,755+58.3% |
| Participant deferral / active EE | $5,746 | $3,452+66.5% | $5,626+2.1% | $4,296+33.8% |
| Admin fee / account holder | $14,680 | $7,997+83.6% | $15,912-7.7% | $6,918+112.2% |