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 | $96,229 | $77,419+24.3% | $69,455+38.5% | $152,861-37.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.48% | 39.06%-25.6pp | 28.97%-15.5pp | 345.32%-331.8pp |
| Employer contribution / active EE | $6,112 | $3,315+84.3% | $2,779+119.9% | $4,762+28.3% |
| Participant deferral / active EE | $13,011 | $4,414+194.8% | $3,535+268.0% | $5,850+122.4% |
| Admin fee / account holder | $167,421 | $6,207+2597.4% | $3,839+4260.7% | $11,596+1343.7% |