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 | $143,353 | $85,202+68.3% | $172,739-17.0% | $72,985+96.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.21% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,270 | $3,324+58.5% | $5,143+2.5% | $2,440+116.0% |
| Participant deferral / active EE | $3,381 | $3,260+3.7% | $5,198-35.0% | $3,607-6.3% |
| Admin fee / account holder | $2,951 | $5,884-49.8% | $13,954-78.8% | $5,124-42.4% |