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 | $139,367 | $85,766+62.5% | $136,294+2.3% | $70,131+98.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.14% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,565 | $2,966-13.5% | $4,695-45.4% | $2,342+9.5% |
| Participant deferral / active EE | $6,936 | $5,051+37.3% | $6,247+11.0% | $3,332+108.2% |
| Admin fee / account holder | $9,051 | $5,420+67.0% | $9,243-2.1% | $4,645+94.8% |