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 | $109,299 | $78,672+38.9% | $109,143+0.1% | $85,850+27.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.45% | 25.09%-11.6pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,295 | $2,735+20.5% | $3,722-11.5% | $2,565+28.5% |
| Participant deferral / active EE | $1,964 | $3,467-43.4% | $4,653-57.8% | $3,952-50.3% |
| Admin fee / account holder | $20,090 | $5,469+267.3% | $6,752+197.5% | $6,260+220.9% |