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 | $133,568 | $69,207+93.0% | $64,056+108.5% | $139,434-4.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.46% | 45.88%-29.4pp | 33.69%-17.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $14,766 | $3,182+364.0% | $2,747+437.6% | $4,751+210.8% |
| Participant deferral / active EE | $7,383 | $4,682+57.7% | $3,880+90.3% | $6,710+10.0% |
| Admin fee / account holder | $8,335 | $4,244+96.4% | $3,068+171.6% | $11,403-26.9% |