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 | $107,099 | $70,669+51.5% | $169,368-36.8% | $75,163+42.5% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 16.69% | 36.36%-19.7pp | 405.60%-388.9pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,630 | $2,211-26.3% | $4,013-59.4% | $2,670-38.9% |
| Participant deferral / active EE | $7,205 | $4,311+67.1% | $6,221+15.8% | $4,125+74.7% |
| Admin fee / account holder | $10,630 | $5,402+96.8% | $9,003+18.1% | $5,651+88.1% |