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 | $111,031 | $89,355+24.3% | $141,162-21.3% | $72,985+52.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.64% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $6,302 | $3,114+102.4% | $4,735+33.1% | $2,440+158.3% |
| Participant deferral / active EE | $3,604 | $5,418-33.5% | $6,709-46.3% | $3,607-0.1% |
| Admin fee / account holder | $2,214 | $5,958-62.8% | $10,261-78.4% | $5,124-56.8% |