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 | $105,188 | $53,822+95.4% | $75,696+39.0% | $85,850+22.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 16.06% | 24.54%-8.5pp | 104.53%-88.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $9,917 | $2,017+391.7% | $2,743+261.6% | $2,565+286.6% |
| Participant deferral / active EE | $8,278 | $2,895+185.9% | $3,821+116.6% | $3,952+109.5% |
| Admin fee / account holder | $6,884 | $3,343+105.9% | $3,619+90.2% | $6,260+10.0% |