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 | $105,624 | $49,227+114.6% | $70,449+49.9% | $79,858+32.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.35% | 30.06%-14.7pp | 109.03%-93.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $6,483 | $2,099+208.9% | $2,737+136.9% | $2,471+162.4% |
| Participant deferral / active EE | $6,509 | $2,768+135.2% | $3,709+75.5% | $3,740+74.0% |
| Admin fee / account holder | $3,185 | $2,878+10.7% | $3,845-17.2% | $5,306-40.0% |