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 | $196,840 | $97,044+102.8% | $83,333+136.2% | $135,375+45.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 0.90% | 12.31%-11.4pp | 10.63%-9.7pp | 519.73%-518.8pp |
| Employer contribution / active EE | $5,608 | $4,143+35.4% | $3,379+66.0% | $4,779+17.3% |
| Participant deferral / active EE | $10,908 | $5,964+82.9% | $5,565+96.0% | $5,609+94.5% |
| Admin fee / account holder | $709 | $8,380-91.5% | $7,510-90.6% | $10,827-93.4% |