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 | $109,063 | $83,337+30.9% | $67,834+60.8% | $273,961-60.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.02% | 259.45%-252.4pp | 138.47%-131.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $3,292 | $3,287+0.1% | $2,403+37.0% | $4,869-32.4% |
| Participant deferral / active EE | $7,930 | $4,088+94.0% | $3,160+151.0% | $5,287+50.0% |
| Admin fee / account holder | $796 | $6,752-88.2% | $4,622-82.8% | $10,132-92.1% |