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 | $108,656 | $85,202+27.5% | $172,739-37.1% | $72,985+48.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.47% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,368 | $3,324-28.8% | $5,143-54.0% | $2,440-3.0% |
| Participant deferral / active EE | $3,543 | $3,260+8.7% | $5,198-31.8% | $3,607-1.8% |
| Admin fee / account holder | $25,991 | $5,884+341.7% | $13,954+86.3% | $5,124+407.2% |