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 | $121,313 | $99,032+22.5% | $80,019+51.6% | $135,375-10.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 11.50% | 15.39%-3.9pp | 11.22%+0.3pp | 519.73%-508.2pp |
| Employer contribution / active EE | $2,153 | $3,043-29.3% | $2,468-12.8% | $4,779-54.9% |
| Participant deferral / active EE | $3,029 | $4,282-29.3% | $3,686-17.8% | $5,609-46.0% |
| Admin fee / account holder | $3,406 | $10,436-67.4% | $6,521-47.8% | $10,827-68.5% |