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 9-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 | $135,799 | $102,317+32.7% | $146,958-7.6% | $80,856+68.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.37% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $6,302 | $3,713+69.7% | $4,933+27.8% | $2,755+128.8% |
| Participant deferral / active EE | $18,346 | $6,644+176.1% | $8,070+127.3% | $4,296+327.1% |
| Admin fee / account holder | $9,086 | $7,941+14.4% | $12,998-30.1% | $6,918+31.3% |