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 | $129,972 | $65,685+97.9% | $57,179+127.3% | $273,961-52.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.38% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $9,751 | $3,279+197.4% | $2,682+263.5% | $4,869+100.3% |
| Participant deferral / active EE | $6,315 | $3,782+67.0% | $3,096+104.0% | $5,287+19.4% |
| Admin fee / account holder | $7,385 | $4,835+52.8% | $3,139+135.3% | $10,132-27.1% |