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 | $136,529 | $105,181+29.8% | $159,436-14.4% | $85,850+59.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.57% | 45.07%-32.5pp | 263.57%-251.0pp | 318.53%-306.0pp |
| Employer contribution / active EE | $8,226 | $3,318+147.9% | $4,829+70.3% | $2,565+220.7% |
| Participant deferral / active EE | $5,493 | $5,945-7.6% | $7,352-25.3% | $3,952+39.0% |
| Admin fee / account holder | $11,081 | $6,933+59.8% | $10,799+2.6% | $6,260+77.0% |