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 | $110,447 | $58,208+89.7% | $81,812+35.0% | $80,856+36.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.18% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $10,145 | $2,340+333.5% | $2,912+248.3% | $2,755+268.2% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $24,142 | $4,981+384.6% | $7,386+226.9% | $6,918+249.0% |