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 | $82,148 | $99,985-17.8% | $146,665-44.0% | $85,850-4.3% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.61% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $8,273 | $2,559+223.3% | $4,136+100.0% | $2,565+222.5% |
| Participant deferral / active EE | $6,992 | $4,006+74.6% | $5,506+27.0% | $3,952+76.9% |
| Admin fee / account holder | $28,546 | $7,702+270.6% | $10,280+177.7% | $6,260+356.0% |