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 | $88,093 | $71,809+22.7% | $61,048+44.3% | $152,861-42.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 24.24% | 29.74%-5.5pp | 26.18%-1.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,074 | $4,545-32.4% | $3,716-17.3% | $4,762-35.4% |
| Participant deferral / active EE | $7,077 | $5,467+29.4% | $4,470+58.3% | $5,850+21.0% |
| Admin fee / account holder | $13,500 | $4,750+184.2% | $3,728+262.2% | $11,596+16.4% |