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 | $135,758 | $91,190+48.9% | $178,490-23.9% | $79,858+70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $7,079 | $3,256+117.4% | $5,011+41.3% | $2,471+186.5% |
| Participant deferral / active EE | $4,280 | $3,236+32.3% | $5,202-17.7% | $3,740+14.4% |
| Admin fee / account holder | $28,539 | $6,751+322.7% | $13,984+104.1% | $5,306+437.8% |