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 | $142,843 | $63,346+125.5% | $92,233+54.9% | $70,131+103.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 530.12%-513.4pp | 176.28%-159.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $5,057 | $2,471+104.7% | $3,679+37.5% | $2,342+115.9% |
| Participant deferral / active EE | $4,865 | $2,854+70.5% | $3,897+24.9% | $3,332+46.0% |
| Admin fee / account holder | $10,099 | $3,840+163.0% | $5,194+94.5% | $4,645+117.4% |