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 | $101,885 | $89,355+14.0% | $141,162-27.8% | $72,985+39.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.42% | 111.85%-82.4pp | 71.39%-42.0pp | 81.00%-51.6pp |
| Employer contribution / active EE | $1,900 | $3,114-39.0% | $4,735-59.9% | $2,440-22.1% |
| Participant deferral / active EE | $3,245 | $5,418-40.1% | $6,709-51.6% | $3,607-10.0% |
| Admin fee / account holder | $10,194 | $5,958+71.1% | $10,261-0.7% | $5,124+98.9% |