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 | $115,152 | $99,985+15.2% | $146,665-21.5% | $85,850+34.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 14.97% | 18.93%-4.0pp | 22.74%-7.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $3,116 | $2,559+21.8% | $4,136-24.7% | $2,565+21.5% |
| Participant deferral / active EE | $6,182 | $4,006+54.3% | $5,506+12.3% | $3,952+56.4% |
| Admin fee / account holder | $4,779 | $7,702-38.0% | $10,280-53.5% | $6,260-23.7% |