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 | $136,244 | $89,355+52.5% | $141,162-3.5% | $72,985+86.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.50% | 111.85%-82.4pp | 71.39%-41.9pp | 81.00%-51.5pp |
| Employer contribution / active EE | $5,946 | $3,114+90.9% | $4,735+25.6% | $2,440+143.7% |
| Participant deferral / active EE | $4,957 | $5,418-8.5% | $6,709-26.1% | $3,607+37.4% |
| Admin fee / account holder | $15,124 | $5,958+153.8% | $10,261+47.4% | $5,124+195.1% |