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 | $113,244 | $86,286+31.2% | $111,297+1.7% | $85,850+31.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.04% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,041 | $2,043+97.8% | $2,731+48.0% | $2,565+57.5% |
| Participant deferral / active EE | $10,439 | $3,641+186.7% | $4,487+132.6% | $3,952+164.2% |
| Admin fee / account holder | $2,383 | $8,188-70.9% | $7,964-70.1% | $6,260-61.9% |