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 | $94,459 | $85,766+10.1% | $136,294-30.7% | $70,131+34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.35% | 31.45%-16.1pp | 5155.94%-5140.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,321 | $2,966-55.5% | $4,695-71.9% | $2,342-43.6% |
| Participant deferral / active EE | $10,644 | $5,051+110.7% | $6,247+70.4% | $3,332+219.5% |
| Admin fee / account holder | $25,070 | $5,420+362.5% | $9,243+171.2% | $4,645+439.7% |