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 | $138,311 | $755,339-81.7% | $379,746-63.6% | $158,922-13.0% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 6.91% | 53.41%-46.5pp | 34.90%-28.0pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,621 | $4,685-65.4% | $3,540-54.2% | $4,761-65.9% |
| Participant deferral / active EE | $5,108 | $7,938-35.6% | $6,024-15.2% | $5,982-14.6% |
| Admin fee / account holder | $71,237 | $14,482+391.9% | $7,927+798.7% | $11,246+533.5% |