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 | $115,376 | $104,907+10.0% | $84,611+36.4% | $152,861-24.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.38% | 373.79%-351.4pp | 258.74%-236.4pp | 345.32%-322.9pp |
| Employer contribution / active EE | $4,338 | $3,302+31.4% | $2,652+63.6% | $4,762-8.9% |
| Participant deferral / active EE | $10,153 | $4,688+116.6% | $3,899+160.4% | $5,850+73.6% |
| Admin fee / account holder | $15,094 | $6,241+141.9% | $4,912+207.3% | $11,596+30.2% |