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 | $154,958 | $70,756+119.0% | $65,493+136.6% | $142,382+8.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.89% | 1754.89%-1742.0pp | 982.45%-969.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,082 | $2,881+215.3% | $2,574+252.8% | $4,299+111.2% |
| Participant deferral / active EE | $4,999 | $4,637+7.8% | $3,961+26.2% | $6,507-23.2% |
| Admin fee / account holder | $4,482 | $6,559-31.7% | $5,028-10.9% | $12,624-64.5% |