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 | $148,607 | $85,202+74.4% | $172,739-14.0% | $72,985+103.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.46% | 27.32%-5.9pp | 802.84%-781.4pp | 81.00%-59.5pp |
| Employer contribution / active EE | $7,441 | $3,324+123.8% | $5,143+44.7% | $2,440+205.0% |
| Participant deferral / active EE | $5,234 | $3,260+60.6% | $5,198+0.7% | $3,607+45.1% |
| Admin fee / account holder | $1,233 | $5,884-79.0% | $13,954-91.2% | $5,124-75.9% |