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 9-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 | $141,104 | $71,050+98.6% | $93,606+50.7% | $80,856+74.5% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 16.91% | 11.26%+5.6pp | 133.20%-116.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $9,306 | $1,564+495.1% | $2,420+284.6% | $2,755+237.8% |
| Participant deferral / active EE | $8,472 | $4,034+110.0% | $4,411+92.0% | $4,296+97.2% |
| Admin fee / account holder | $3,630 | $6,945-47.7% | $8,285-56.2% | $6,918-47.5% |