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 | $116,570 | $95,416+22.2% | $185,823-37.3% | $85,850+35.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.95% | 23.59%-9.6pp | 122.05%-108.1pp | 318.53%-304.6pp |
| Employer contribution / active EE | $5,102 | $3,314+54.0% | $5,167-1.3% | $2,565+98.9% |
| Participant deferral / active EE | $5,950 | $3,423+73.8% | $5,568+6.9% | $3,952+50.6% |
| Admin fee / account holder | $1,283 | $7,213-82.2% | $16,237-92.1% | $6,260-79.5% |