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 | $108,870 | $48,795+123.1% | $65,493+66.2% | $84,808+28.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 18.21% | 20.20%-2.0pp | 982.45%-964.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $7,890 | $1,930+308.9% | $2,574+206.5% | $2,631+199.9% |
| Participant deferral / active EE | $8,643 | $2,928+195.1% | $3,961+118.2% | $4,212+105.2% |
| Admin fee / account holder | $4,925 | $3,877+27.0% | $5,028-2.1% | $7,344-32.9% |