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 | $118,123 | $94,625+24.8% | $116,228+1.6% | $84,808+39.3% |
| Participation rate | 98.0% | 70.4%+27.6pp | 74.6%+23.4pp | 68.3%+29.7pp |
| Annual return | 15.40% | 20.40%-5.0pp | 90.06%-74.7pp | 40.90%-25.5pp |
| Employer contribution / active EE | $6,000 | $2,347+155.7% | $2,994+100.4% | $2,631+128.1% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,994 | $10,091-60.4% | $11,989-66.7% | $7,344-45.6% |