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 | $123,304 | $98,750+24.9% | $149,696-17.6% | $79,858+54.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.37% | 27.43%-3.1pp | 276.60%-252.2pp | 31.71%-7.3pp |
| Employer contribution / active EE | $11,411 | $3,216+254.8% | $4,644+145.7% | $2,471+361.9% |
| Participant deferral / active EE | $13,053 | $5,680+129.8% | $6,842+90.8% | $3,740+249.0% |
| Admin fee / account holder | $4,871 | $6,053-19.5% | $9,309-47.7% | $5,306-8.2% |