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 | $120,494 | $84,233+43.0% | $170,442-29.3% | $70,131+71.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.69% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $3,338 | $3,387-1.5% | $5,433-38.6% | $2,342+42.5% |
| Participant deferral / active EE | $4,936 | $3,086+60.0% | $4,939-0.1% | $3,332+48.1% |
| Admin fee / account holder | $4,134 | $5,698-27.4% | $13,880-70.2% | $4,645-11.0% |