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 | $105,298 | $52,580+100.3% | $71,671+46.9% | $70,131+50.1% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.94% | 20.25%-3.3pp | 20.65%-3.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $8,687 | $1,616+437.7% | $2,460+253.2% | $2,342+270.9% |
| Participant deferral / active EE | $8,181 | $2,386+242.9% | $3,438+138.0% | $3,332+145.6% |
| Admin fee / account holder | $16,740 | $3,653+358.3% | $5,558+201.2% | $4,645+260.4% |