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 | $122,597 | $63,346+93.5% | $92,233+32.9% | $70,131+74.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.37% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $3,913 | $2,471+58.3% | $3,679+6.3% | $2,342+67.0% |
| Participant deferral / active EE | $7,880 | $2,854+176.1% | $3,897+102.2% | $3,332+136.5% |
| Admin fee / account holder | $1,463 | $3,840-61.9% | $5,194-71.8% | $4,645-68.5% |