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 | $99,944 | $85,766+16.5% | $136,294-26.7% | $70,131+42.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.91% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,743 | $2,966-7.5% | $4,695-41.6% | $2,342+17.1% |
| Participant deferral / active EE | $7,487 | $5,051+48.2% | $6,247+19.8% | $3,332+124.7% |
| Admin fee / account holder | $6,056 | $5,420+11.7% | $9,243-34.5% | $4,645+30.4% |