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 | $118,473 | $60,124+97.0% | $90,404+31.0% | $79,858+48.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.18% | 71.94%-55.8pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $6,695 | $2,068+223.8% | $3,262+105.2% | $2,471+171.0% |
| Participant deferral / active EE | $10,610 | $2,938+261.1% | $3,963+167.7% | $3,740+183.7% |
| Admin fee / account holder | $10,281 | $3,976+158.6% | $5,611+83.2% | $5,306+93.8% |