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 | $115,372 | $78,672+46.7% | $109,143+5.7% | $85,850+34.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 40.78% | 25.09%+15.7pp | 25.75%+15.0pp | 318.53%-277.8pp |
| Employer contribution / active EE | $1,892 | $2,735-30.8% | $3,722-49.2% | $2,565-26.2% |
| Participant deferral / active EE | $4,641 | $3,467+33.9% | $4,653-0.3% | $3,952+17.5% |
| Admin fee / account holder | $462 | $5,469-91.5% | $6,752-93.2% | $6,260-92.6% |