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 | $135,424 | $89,355+51.6% | $141,162-4.1% | $72,985+85.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.59% | 111.85%-84.3pp | 71.39%-43.8pp | 81.00%-53.4pp |
| Employer contribution / active EE | $3,775 | $3,114+21.2% | $4,735-20.3% | $2,440+54.7% |
| Participant deferral / active EE | $11,014 | $5,418+103.3% | $6,709+64.2% | $3,607+205.3% |
| Admin fee / account holder | $3,645 | $5,958-38.8% | $10,261-64.5% | $5,124-28.9% |