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 | $122,202 | $91,538+33.5% | $129,995-6.0% | $75,163+62.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.45% | -631.11%+645.6pp | -137.18%+151.6pp | 160.62%-146.2pp |
| Employer contribution / active EE | $3,486 | $2,845+22.5% | $4,320-19.3% | $2,670+30.6% |
| Participant deferral / active EE | $9,386 | $4,341+116.2% | $5,820+61.3% | $4,125+127.5% |
| Admin fee / account holder | $8,910 | $6,790+31.2% | $10,614-16.1% | $5,651+57.7% |