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 | $131,194 | $80,717+62.5% | $154,803-15.3% | $84,808+54.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.80% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $6,035 | $2,761+118.6% | $4,305+40.2% | $2,631+129.4% |
| Participant deferral / active EE | $6,565 | $3,303+98.8% | $5,540+18.5% | $4,212+55.9% |
| Admin fee / account holder | $1,580 | $6,746-76.6% | $14,329-89.0% | $7,344-78.5% |