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 | $109,510 | $48,795+124.4% | $65,493+67.2% | $84,808+29.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 16.63% | 20.20%-3.6pp | 982.45%-965.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,422 | $1,930+336.4% | $2,574+227.2% | $2,631+220.1% |
| Participant deferral / active EE | $10,068 | $2,928+243.8% | $3,961+154.2% | $4,212+139.1% |
| Admin fee / account holder | $14,693 | $3,877+279.0% | $5,028+192.2% | $7,344+100.1% |