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 | $121,711 | $77,899+56.2% | $149,673-18.7% | $75,163+61.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.70% | 31.72%-15.0pp | 134.42%-117.7pp | 160.62%-143.9pp |
| Employer contribution / active EE | $4,471 | $3,137+42.5% | $4,818-7.2% | $2,670+67.5% |
| Participant deferral / active EE | $7,207 | $3,411+111.3% | $5,680+26.9% | $4,125+74.7% |
| Admin fee / account holder | $2,040 | $5,956-65.7% | $13,210-84.6% | $5,651-63.9% |