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 | $135,705 | $84,233+61.1% | $170,442-20.4% | $70,131+93.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.58% | 23.06%-4.5pp | 205.93%-187.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $6,077 | $3,387+79.4% | $5,433+11.9% | $2,342+159.5% |
| Participant deferral / active EE | $3,766 | $3,086+22.1% | $4,939-23.7% | $3,332+13.0% |
| Admin fee / account holder | $697 | $5,698-87.8% | $13,880-95.0% | $4,645-85.0% |