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 | $133,734 | $102,317+30.7% | $146,958-9.0% | $80,856+65.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.90% | 134.76%-122.9pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,953 | $3,713+6.5% | $4,933-19.9% | $2,755+43.5% |
| Participant deferral / active EE | $8,920 | $6,644+34.3% | $8,070+10.5% | $4,296+107.6% |
| Admin fee / account holder | $4,656 | $7,941-41.4% | $12,998-64.2% | $6,918-32.7% |