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 | $179,300 | $102,317+75.2% | $146,958+22.0% | $80,856+121.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.38% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $6,744 | $3,713+81.6% | $4,933+36.7% | $2,755+144.8% |
| Participant deferral / active EE | $9,662 | $6,644+45.4% | $8,070+19.7% | $4,296+124.9% |
| Admin fee / account holder | $2,852 | $7,941-64.1% | $12,998-78.1% | $6,918-58.8% |