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 | $133,268 | $86,286+54.4% | $111,297+19.7% | $85,850+55.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.34% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,348 | $2,043+63.8% | $2,731+22.6% | $2,565+30.5% |
| Participant deferral / active EE | $6,890 | $3,641+89.2% | $4,487+53.5% | $3,952+74.3% |
| Admin fee / account holder | $5,465 | $8,188-33.3% | $7,964-31.4% | $6,260-12.7% |