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 | $123,420 | $48,046+156.9% | $84,611+45.9% | $72,985+69.1% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 27.23% | 37.38%-10.1pp | 258.74%-231.5pp | 81.00%-53.8pp |
| Employer contribution / active EE | $2,161 | $1,602+34.9% | $2,652-18.5% | $2,440-11.4% |
| Participant deferral / active EE | $5,247 | $2,680+95.8% | $3,899+34.6% | $3,607+45.5% |
| Admin fee / account holder | $9,679 | $3,395+185.1% | $4,912+97.0% | $5,124+88.9% |