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 | $99,844 | $89,355+11.7% | $141,162-29.3% | $72,985+36.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.08% | 111.85%-87.8pp | 71.39%-47.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $7,613 | $3,114+144.4% | $4,735+60.8% | $2,440+212.0% |
| Participant deferral / active EE | $7,334 | $5,418+35.4% | $6,709+9.3% | $3,607+103.3% |
| Admin fee / account holder | $6,847 | $5,958+14.9% | $10,261-33.3% | $5,124+33.6% |