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 | $118,125 | $91,190+29.5% | $178,490-33.8% | $79,858+47.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.06% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $6,915 | $3,256+112.4% | $5,011+38.0% | $2,471+179.9% |
| Participant deferral / active EE | $5,948 | $3,236+83.8% | $5,202+14.3% | $3,740+59.0% |
| Admin fee / account holder | $7,594 | $6,751+12.5% | $13,984-45.7% | $5,306+43.1% |