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 | $124,952 | $85,766+45.7% | $136,294-8.3% | $70,131+78.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.88% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,100 | $2,966-29.2% | $4,695-55.3% | $2,342-10.3% |
| Participant deferral / active EE | $5,182 | $5,051+2.6% | $6,247-17.0% | $3,332+55.5% |
| Admin fee / account holder | $6,203 | $5,420+14.4% | $9,243-32.9% | $4,645+33.5% |