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 | $110,870 | $86,286+28.5% | $111,297-0.4% | $85,850+29.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.90% | 19.99%-7.1pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $4,636 | $2,043+126.9% | $2,731+69.7% | $2,565+80.7% |
| Participant deferral / active EE | $6,160 | $3,641+69.2% | $4,487+37.3% | $3,952+55.9% |
| Admin fee / account holder | $19,138 | $8,188+133.7% | $7,964+140.3% | $6,260+205.7% |