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 | $116,615 | $90,503+28.9% | $78,689+48.2% | $273,961-57.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.27% | 75.60%-59.3pp | 62.18%-45.9pp | 41.45%-25.2pp |
| Employer contribution / active EE | $7,028 | $3,176+121.3% | $2,851+146.5% | $4,869+44.3% |
| Participant deferral / active EE | $1,364 | $3,901-65.0% | $3,517-61.2% | $5,287-74.2% |
| Admin fee / account holder | $995 | $5,263-81.1% | $4,510-77.9% | $10,132-90.2% |