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 | $113,079 | $99,652+13.5% | $78,778+43.5% | $147,584-23.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 15.07% | 47.28%-32.2pp | 35.62%-20.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $9,344 | $2,796+234.2% | $1,986+370.6% | $4,876+91.6% |
| Participant deferral / active EE | $3,805 | $3,664+3.9% | $2,958+28.6% | $5,439-30.0% |
| Admin fee / account holder | $536 | $7,155-92.5% | $5,134-89.6% | $10,885-95.1% |