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 | $105,996 | $78,422+35.2% | $95,952+10.5% | $79,858+32.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.04% | 19.37%-6.3pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $7,678 | $1,945+294.8% | $2,541+202.2% | $2,471+210.8% |
| Participant deferral / active EE | $3,973 | $3,440+15.5% | $4,167-4.6% | $3,740+6.2% |
| Admin fee / account holder | $4,064 | $5,622-27.7% | $6,795-40.2% | $5,306-23.4% |