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 | $115,425 | $101,069+14.2% | $81,478+41.7% | $147,584-21.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 12.32% | 32.40%-20.1pp | 38.78%-26.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $6,195 | $3,205+93.3% | $2,568+141.3% | $4,876+27.0% |
| Participant deferral / active EE | $2,739 | $4,242-35.4% | $3,537-22.6% | $5,439-49.6% |
| Admin fee / account holder | $2,286 | $5,812-60.7% | $4,561-49.9% | $10,885-79.0% |