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 | $87,469 | $54,705+59.9% | $71,209+22.8% | $84,808+3.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.30% | 35.90%-20.6pp | 282.51%-267.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,643 | $2,158+68.8% | $2,721+33.9% | $2,631+38.5% |
| Participant deferral / active EE | $4,688 | $3,030+54.7% | $4,175+12.3% | $4,212+11.3% |
| Admin fee / account holder | $1,960 | $4,863-59.7% | $5,349-63.3% | $7,344-73.3% |