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 | $123,502 | $78,422+57.5% | $95,952+28.7% | $79,858+54.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.27% | 19.37%-3.1pp | 91.61%-75.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $3,429 | $1,945+76.3% | $2,541+35.0% | $2,471+38.8% |
| Participant deferral / active EE | $3,812 | $3,440+10.8% | $4,167-8.5% | $3,740+1.9% |
| Admin fee / account holder | $16,338 | $5,622+190.6% | $6,795+140.4% | $5,306+207.9% |