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 | $102,500 | $86,929+17.9% | $102,423+0.1% | $80,856+26.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.92% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $7,325 | $2,369+209.2% | $3,023+142.3% | $2,755+165.9% |
| Participant deferral / active EE | $7,616 | $4,118+84.9% | $5,053+50.7% | $4,296+77.3% |
| Admin fee / account holder | $8,031 | $8,049-0.2% | $9,451-15.0% | $6,918+16.1% |