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 | $139,546 | $91,037+53.3% | $71,671+94.7% | $147,584-5.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.47% | 20.48%-6.0pp | 20.65%-6.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $12,815 | $3,327+285.1% | $2,460+421.0% | $4,876+162.8% |
| Participant deferral / active EE | $14,876 | $4,498+230.7% | $3,438+332.7% | $5,439+173.5% |
| Admin fee / account holder | $5,964 | $8,613-30.8% | $5,558+7.3% | $10,885-45.2% |