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 | $132,716 | $77,813+70.6% | $123,544+7.4% | $64,186+106.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 4.62% | 12.48%-7.9pp | 119.20%-114.6pp | 7.63%-3.0pp |
| Employer contribution / active EE | $5,814 | $3,014+92.9% | $4,628+25.6% | $2,381+144.2% |
| Participant deferral / active EE | $12,871 | $5,240+145.6% | $6,426+100.3% | $3,470+271.0% |
| Admin fee / account holder | $1,016 | $5,519-81.6% | $9,284-89.1% | $4,888-79.2% |