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 | $114,387 | $93,571+22.2% | $135,903-15.8% | $75,163+52.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.99% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,212 | $3,537-37.5% | $4,856-54.5% | $2,670-17.2% |
| Participant deferral / active EE | $8,029 | $6,404+25.4% | $7,758+3.5% | $4,125+94.6% |
| Admin fee / account holder | $16,006 | $6,975+129.5% | $10,762+48.7% | $5,651+183.2% |