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 | $91,746 | $43,423+111.3% | $78,689+16.6% | $55,167+66.3% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 10.34% | 11.53%-1.2pp | 62.18%-51.8pp | 169.23%-158.9pp |
| Employer contribution / active EE | $6,238 | $1,997+212.4% | $2,851+118.8% | $1,963+217.9% |
| Participant deferral / active EE | $3,027 | $2,509+20.6% | $3,517-13.9% | $3,054-0.9% |
| Admin fee / account holder | $2,869 | $416+589.4% | $4,510-36.4% | $504+469.3% |