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 | $120,585 | $62,573+92.7% | $85,682+40.7% | $85,850+40.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 17.40% | 23.77%-6.4pp | 21.49%-4.1pp | 318.53%-301.1pp |
| Employer contribution / active EE | $1,732 | $1,757-1.4% | $2,618-33.9% | $2,565-32.5% |
| Participant deferral / active EE | $2,444 | $2,802-12.8% | $3,923-37.7% | $3,952-38.1% |
| Admin fee / account holder | $26,724 | $4,640+475.9% | $6,873+288.8% | $6,260+326.9% |