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 | $128,899 | $48,230+167.3% | $67,502+91.0% | $80,856+59.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.79% | 18.28%-4.5pp | 3512.12%-3498.3pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,789 | $2,020-11.4% | $2,731-34.5% | $2,755-35.1% |
| Participant deferral / active EE | $2,620 | $2,924-10.4% | $4,000-34.5% | $4,296-39.0% |
| Admin fee / account holder | $10,603 | $3,681+188.0% | $3,998+165.2% | $6,918+53.3% |