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 | $125,146 | $107,334+16.6% | $92,893+34.7% | $152,861-18.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.35% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $2,265 | $4,221-46.3% | $3,653-38.0% | $4,762-52.4% |
| Participant deferral / active EE | $3,446 | $4,845-28.9% | $4,236-18.6% | $5,850-41.1% |
| Admin fee / account holder | $2,118 | $7,079-70.1% | $5,794-63.4% | $11,596-81.7% |