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 | $130,742 | $66,402+96.9% | $109,895+19.0% | $85,850+52.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 12.56% | 19.59%-7.0pp | 29.45%-16.9pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,218 | $1,687+31.5% | $2,842-22.0% | $2,565-13.5% |
| Participant deferral / active EE | $6,594 | $2,842+132.0% | $4,048+62.9% | $3,952+66.9% |
| Admin fee / account holder | $11,401 | $4,557+150.2% | $6,066+88.0% | $6,260+82.1% |