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 | $159,969 | $85,202+87.8% | $172,739-7.4% | $72,985+119.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.12% | 27.32%-6.2pp | 802.84%-781.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $6,887 | $3,324+107.2% | $5,143+33.9% | $2,440+182.3% |
| Participant deferral / active EE | $3,957 | $3,260+21.4% | $5,198-23.9% | $3,607+9.7% |
| Admin fee / account holder | $2,408 | $5,884-59.1% | $13,954-82.7% | $5,124-53.0% |