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 | $124,560 | $89,753+38.8% | $107,525+15.8% | $84,808+46.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.72% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $11,100 | $3,113+256.5% | $3,754+195.7% | $2,631+321.9% |
| Participant deferral / active EE | $2,094 | $4,056-48.4% | $5,116-59.1% | $4,212-50.3% |
| Admin fee / account holder | $6,810 | $7,222-5.7% | $8,919-23.6% | $7,344-7.3% |