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 9-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 | $144,653 | $85,006+70.2% | $76,190+89.9% | $145,922-0.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 13.59% | 13.11%+0.5pp | 13.78%-0.2pp | 561.29%-547.7pp |
| Employer contribution / active EE | $9,395 | $5,265+78.5% | $4,578+105.2% | $4,660+101.6% |
| Participant deferral / active EE | $9,693 | $6,392+51.6% | $5,474+77.1% | $6,688+44.9% |
| Admin fee / account holder | $1,851 | $5,760-67.9% | $5,123-63.9% | $13,397-86.2% |