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 | $103,452 | $53,822+92.2% | $75,696+36.7% | $85,850+20.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.75% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $8,678 | $2,017+330.3% | $2,743+216.4% | $2,565+238.3% |
| Participant deferral / active EE | $8,148 | $2,895+181.4% | $3,821+113.2% | $3,952+106.2% |
| Admin fee / account holder | $4,257 | $3,343+27.3% | $3,619+17.6% | $6,260-32.0% |