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 | $116,899 | $69,515+68.2% | $86,874+34.6% | $85,850+36.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 29.83% | 20.12%+9.7pp | 63.52%-33.7pp | 318.53%-288.7pp |
| Employer contribution / active EE | $1,912 | $1,880+1.7% | $2,495-23.4% | $2,565-25.5% |
| Participant deferral / active EE | $2,267 | $2,919-22.3% | $3,699-38.7% | $3,952-42.6% |
| Admin fee / account holder | $3,279 | $5,972-45.1% | $5,828-43.7% | $6,260-47.6% |