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 | $133,133 | $109,327+21.8% | $89,391+48.9% | $158,922-16.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.84% | 345.68%-331.8pp | 245.62%-231.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $4,491 | $3,170+41.7% | $2,586+73.7% | $4,761-5.7% |
| Participant deferral / active EE | $10,742 | $4,598+133.6% | $3,890+176.1% | $5,982+79.6% |
| Admin fee / account holder | $2,517 | $6,153-59.1% | $4,881-48.4% | $11,246-77.6% |