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 | $129,976 | $108,172+20.2% | $77,482+67.7% | $158,922-18.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 13.79% | 31.67%-17.9pp | 54.79%-41.0pp | 302.83%-289.0pp |
| Employer contribution / active EE | $10,697 | $1,325+707.4% | $986+984.4% | $4,761+124.7% |
| Participant deferral / active EE | $10,241 | $2,456+316.9% | $1,861+450.2% | $5,982+71.2% |
| Admin fee / account holder | $3,156 | $3,708-14.9% | $2,858+10.4% | $11,246-71.9% |