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 | $139,375 | $91,037+53.1% | $71,671+94.5% | $147,584-5.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 16.08% | 20.48%-4.4pp | 20.65%-4.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,922 | $3,327-42.3% | $2,460-21.9% | $4,876-60.6% |
| Participant deferral / active EE | $12,796 | $4,498+184.5% | $3,438+272.2% | $5,439+135.3% |
| Admin fee / account holder | $2,121 | $8,613-75.4% | $5,558-61.8% | $10,885-80.5% |