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 | $139,186 | $85,202+63.4% | $172,739-19.4% | $72,985+90.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.95% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $4,846 | $3,324+45.8% | $5,143-5.8% | $2,440+98.6% |
| Participant deferral / active EE | $1,902 | $3,260-41.6% | $5,198-63.4% | $3,607-47.3% |
| Admin fee / account holder | $1,641 | $5,884-72.1% | $13,954-88.2% | $5,124-68.0% |