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 | $133,058 | $95,416+39.5% | $185,823-28.4% | $85,850+55.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.81% | 23.59%-11.8pp | 122.05%-110.2pp | 318.53%-306.7pp |
| Employer contribution / active EE | $10,140 | $3,314+206.0% | $5,167+96.2% | $2,565+295.3% |
| Participant deferral / active EE | $5,969 | $3,423+74.4% | $5,568+7.2% | $3,952+51.1% |
| Admin fee / account holder | $18,438 | $7,213+155.6% | $16,237+13.6% | $6,260+194.5% |