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 | $109,196 | $53,822+102.9% | $75,696+44.3% | $85,850+27.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 19.97% | 24.54%-4.6pp | 104.53%-84.6pp | 318.53%-298.6pp |
| Employer contribution / active EE | $2,033 | $2,017+0.8% | $2,743-25.9% | $2,565-20.7% |
| Participant deferral / active EE | $4,302 | $2,895+48.6% | $3,821+12.6% | $3,952+8.9% |
| Admin fee / account holder | $7,481 | $3,343+123.8% | $3,619+106.7% | $6,260+19.5% |