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 | $161,173 | $107,334+50.2% | $92,893+73.5% | $152,861+5.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.22% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $10,889 | $4,221+158.0% | $3,653+198.1% | $4,762+128.6% |
| Participant deferral / active EE | $9,132 | $4,845+88.5% | $4,236+115.6% | $5,850+56.1% |
| Admin fee / account holder | $1,312 | $7,079-81.5% | $5,794-77.4% | $11,596-88.7% |