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 | $132,720 | $90,600+46.5% | $79,464+67.0% | $135,375-2.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.23% | 977.43%-971.2pp | 718.14%-711.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $3,833 | $3,068+24.9% | $2,800+36.9% | $4,779-19.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,625 | $5,907-72.5% | $5,113-68.2% | $10,827-85.0% |