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 | $144,896 | $74,888+93.5% | $71,209+103.5% | $142,382+1.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.10% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $11,804 | $2,854+313.5% | $2,721+333.8% | $4,299+174.6% |
| Participant deferral / active EE | $10,148 | $4,454+127.8% | $4,175+143.0% | $6,507+55.9% |
| Admin fee / account holder | $2,902 | $5,568-47.9% | $5,349-45.7% | $12,624-77.0% |