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 | $138,000 | $63,346+117.9% | $92,233+49.6% | $70,131+96.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 13.22% | 530.12%-516.9pp | 176.28%-163.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,448 | $2,471+39.5% | $3,679-6.3% | $2,342+47.2% |
| Participant deferral / active EE | $6,864 | $2,854+140.5% | $3,897+76.2% | $3,332+106.0% |
| Admin fee / account holder | $856 | $3,840-77.7% | $5,194-83.5% | $4,645-81.6% |