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 | $150,686 | $85,202+76.9% | $172,739-12.8% | $72,985+106.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.85% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $13,491 | $3,324+305.8% | $5,143+162.3% | $2,440+452.9% |
| Participant deferral / active EE | $4,526 | $3,260+38.8% | $5,198-12.9% | $3,607+25.5% |
| Admin fee / account holder | $3,679 | $5,884-37.5% | $13,954-73.6% | $5,124-28.2% |