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 | $99,806 | $57,354+74.0% | $83,848+19.0% | $64,186+55.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.21% | 11.38%-5.2pp | 850.88%-844.7pp | 7.63%-1.4pp |
| Employer contribution / active EE | $11,974 | $2,545+370.4% | $3,631+229.8% | $2,381+402.9% |
| Participant deferral / active EE | $1,346 | $2,993-55.0% | $4,082-67.0% | $3,470-61.2% |
| Admin fee / account holder | $1,038 | $4,046-74.4% | $5,478-81.1% | $4,888-78.8% |