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 | $142,005 | $54,705+159.6% | $71,209+99.4% | $84,808+67.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 19.91% | 35.90%-16.0pp | 282.51%-262.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $8,762 | $2,158+306.0% | $2,721+222.0% | $2,631+233.0% |
| Participant deferral / active EE | $10,335 | $3,030+241.1% | $4,175+147.5% | $4,212+145.4% |
| Admin fee / account holder | $10,506 | $4,863+116.0% | $5,349+96.4% | $7,344+43.1% |