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 | $119,666 | $58,208+105.6% | $81,812+46.3% | $80,856+48.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.93% | 41.66%-27.7pp | 773.79%-759.9pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,720 | $2,340-26.5% | $2,912-40.9% | $2,755-37.5% |
| Participant deferral / active EE | $3,168 | $3,281-3.4% | $4,319-26.6% | $4,296-26.2% |
| Admin fee / account holder | $19,237 | $4,981+286.2% | $7,386+160.5% | $6,918+178.1% |