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 | $117,984 | $99,652+18.4% | $78,778+49.8% | $147,584-20.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.85% | 47.28%-35.4pp | 35.62%-23.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $759 | $2,796-72.9% | $1,986-61.8% | $4,876-84.4% |
| Participant deferral / active EE | $2,169 | $3,664-40.8% | $2,958-26.7% | $5,439-60.1% |
| Admin fee / account holder | $2,326 | $7,155-67.5% | $5,134-54.7% | $10,885-78.6% |