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 | $118,778 | $25,014+374.9% | $69,647+70.5% | $80,856+46.9% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 12.70% | 19.07%-6.4pp | 100.48%-87.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,965 | $993+299.3% | $1,712+131.5% | $2,755+43.9% |
| Participant deferral / active EE | $3,386 | $1,839+84.1% | $2,886+17.3% | $4,296-21.2% |
| Admin fee / account holder | $1,748 | $2,488-29.7% | $4,713-62.9% | $6,918-74.7% |