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 | $110,497 | $48,230+129.1% | $67,502+63.7% | $80,856+36.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 17.75% | 18.28%-0.5pp | 3512.12%-3494.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $8,813 | $2,020+336.4% | $2,731+222.7% | $2,755+219.9% |
| Participant deferral / active EE | $12,511 | $2,924+327.9% | $4,000+212.8% | $4,296+191.2% |
| Admin fee / account holder | $1,721 | $3,681-53.2% | $3,998-56.9% | $6,918-75.1% |