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 | $142,533 | $117,841+21.0% | $102,423+39.2% | $145,922-2.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.78% | 31.65%-17.9pp | 29.32%-15.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $13,105 | $3,615+262.6% | $3,023+333.5% | $4,660+181.3% |
| Participant deferral / active EE | $7,486 | $5,731+30.6% | $5,053+48.2% | $6,688+11.9% |
| Admin fee / account holder | $28,585 | $13,326+114.5% | $9,451+202.5% | $13,397+113.4% |