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 | $136,284 | $77,634+75.5% | $156,549-12.9% | $62,891+116.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.27% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,122 | $3,444+19.7% | $5,501-25.1% | $2,281+80.7% |
| Participant deferral / active EE | $9,500 | $3,045+211.9% | $4,871+95.0% | $3,203+196.6% |
| Admin fee / account holder | $13,575 | $5,561+144.1% | $13,027+4.2% | $4,296+216.0% |