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 | $128,662 | $83,902+53.3% | $167,512-23.2% | $84,808+51.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.25% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $2,868 | $2,264+26.7% | $3,882-26.1% | $2,631+9.0% |
| Participant deferral / active EE | $6,823 | $4,442+53.6% | $6,405+6.5% | $4,212+62.0% |
| Admin fee / account holder | $13,601 | $7,915+71.8% | $9,769+39.2% | $7,344+85.2% |