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 | $106,583 | $85,202+25.1% | $172,739-38.3% | $72,985+46.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 30.95% | 27.32%+3.6pp | 802.84%-771.9pp | 81.00%-50.1pp |
| Employer contribution / active EE | $7,162 | $3,324+115.4% | $5,143+39.3% | $2,440+193.5% |
| Participant deferral / active EE | $4,809 | $3,260+47.5% | $5,198-7.5% | $3,607+33.3% |
| Admin fee / account holder | $2,425 | $5,884-58.8% | $13,954-82.6% | $5,124-52.7% |