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 | $122,199 | $107,334+13.8% | $92,893+31.5% | $152,861-20.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.84% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,524 | $4,221-40.2% | $3,653-30.9% | $4,762-47.0% |
| Participant deferral / active EE | $7,213 | $4,845+48.9% | $4,236+70.3% | $5,850+23.3% |
| Admin fee / account holder | $15,681 | $7,079+121.5% | $5,794+170.6% | $11,596+35.2% |