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 | $131,330 | $102,966+27.5% | $90,281+45.5% | $152,861-14.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 12.77% | 95.16%-82.4pp | 78.10%-65.3pp | 345.32%-332.5pp |
| Employer contribution / active EE | $6,093 | $3,139+94.1% | $2,854+113.5% | $4,762+28.0% |
| Participant deferral / active EE | $9,092 | $4,281+112.4% | $3,885+134.0% | $5,850+55.4% |
| Admin fee / account holder | $3,062 | $6,171-50.4% | $5,351-42.8% | $11,596-73.6% |