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 | $113,201 | $85,766+32.0% | $136,294-16.9% | $70,131+61.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.98% | 31.45%-14.5pp | 5155.94%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $4,873 | $2,966+64.3% | $4,695+3.8% | $2,342+108.0% |
| Participant deferral / active EE | $10,630 | $5,051+110.4% | $6,247+70.2% | $3,332+219.1% |
| Admin fee / account holder | $7,080 | $5,420+30.6% | $9,243-23.4% | $4,645+52.4% |