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 | $103,086 | $48,046+114.6% | $84,611+21.8% | $72,985+41.2% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 21.90% | 37.38%-15.5pp | 258.74%-236.8pp | 81.00%-59.1pp |
| Employer contribution / active EE | $3,448 | $1,602+115.3% | $2,652+30.0% | $2,440+41.3% |
| Participant deferral / active EE | $0 | $2,680-100.0% | $3,899-100.0% | $3,607-100.0% |
| Admin fee / account holder | $3,219 | $3,395-5.2% | $4,912-34.5% | $5,124-37.2% |