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 | $115,540 | $65,409+76.6% | $98,442+17.4% | $85,850+34.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 12.18% | 21.76%-9.6pp | 1492.73%-1480.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $4,889 | $2,168+125.5% | $2,960+65.2% | $2,565+90.6% |
| Participant deferral / active EE | $5,462 | $3,166+72.5% | $4,276+27.7% | $3,952+38.2% |
| Admin fee / account holder | $2,891 | $4,593-37.1% | $5,949-51.4% | $6,260-53.8% |