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 | $113,395 | $60,124+88.6% | $90,404+25.4% | $79,858+42.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 23.21% | 71.94%-48.7pp | 1293.02%-1269.8pp | 31.71%-8.5pp |
| Employer contribution / active EE | $3,841 | $2,068+85.8% | $3,262+17.8% | $2,471+55.5% |
| Participant deferral / active EE | $9,286 | $2,938+216.0% | $3,963+134.3% | $3,740+148.3% |
| Admin fee / account holder | $1,876 | $3,976-52.8% | $5,611-66.6% | $5,306-64.6% |