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 | $85,071 | $63,346+34.3% | $92,233-7.8% | $70,131+21.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.07% | 530.12%-517.0pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $5,623 | $2,471+127.5% | $3,679+52.8% | $2,342+140.0% |
| Participant deferral / active EE | $3,508 | $2,854+22.9% | $3,897-10.0% | $3,332+5.3% |
| Admin fee / account holder | $1,106 | $3,840-71.2% | $5,194-78.7% | $4,645-76.2% |