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 | $113,045 | $117,381-3.7% | $99,443+13.7% | $152,861-26.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 6.50% | 31.87%-25.4pp | 30.72%-24.2pp | 345.32%-338.8pp |
| Employer contribution / active EE | $4,378 | $3,013+45.3% | $2,540+72.4% | $4,762-8.1% |
| Participant deferral / active EE | $17,179 | $4,086+320.4% | $3,619+374.7% | $5,850+193.6% |
| Admin fee / account holder | $311 | $7,631-95.9% | $6,250-95.0% | $11,596-97.3% |