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 | $126,847 | $98,750+28.5% | $149,696-15.3% | $79,858+58.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.67% | 27.43%-10.8pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,086 | $3,216+58.1% | $4,644+9.5% | $2,471+105.8% |
| Participant deferral / active EE | $7,945 | $5,680+39.9% | $6,842+16.1% | $3,740+112.4% |
| Admin fee / account holder | $9,091 | $6,053+50.2% | $9,309-2.3% | $5,306+71.3% |