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 | $88,641 | $77,899+13.8% | $149,673-40.8% | $75,163+17.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.02% | 31.72%-17.7pp | 134.42%-120.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $9,648 | $3,137+207.5% | $4,818+100.3% | $2,670+261.4% |
| Participant deferral / active EE | $6,357 | $3,411+86.4% | $5,680+11.9% | $4,125+54.1% |
| Admin fee / account holder | $5,535 | $5,956-7.1% | $13,210-58.1% | $5,651-2.0% |