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 | $136,766 | $115,770+18.1% | $101,248+35.1% | $158,922-13.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.29% | 56.14%-42.8pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,374 | $4,175+52.7% | $3,660+74.2% | $4,761+33.9% |
| Participant deferral / active EE | $13,075 | $4,957+163.7% | $4,370+199.2% | $5,982+118.6% |
| Admin fee / account holder | $11,211 | $7,245+54.7% | $5,945+88.6% | $11,246-0.3% |