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 | $136,615 | $95,416+43.2% | $185,823-26.5% | $85,850+59.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.26% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,972 | $3,314-40.5% | $5,167-61.8% | $2,565-23.1% |
| Participant deferral / active EE | $4,979 | $3,423+45.4% | $5,568-10.6% | $3,952+26.0% |
| Admin fee / account holder | $6,006 | $7,213-16.7% | $16,237-63.0% | $6,260-4.1% |