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 | $112,137 | $98,750+13.6% | $149,696-25.1% | $79,858+40.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.82% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $10,923 | $3,216+239.6% | $4,644+135.2% | $2,471+342.1% |
| Participant deferral / active EE | $6,081 | $5,680+7.1% | $6,842-11.1% | $3,740+62.6% |
| Admin fee / account holder | $10,451 | $6,053+72.7% | $9,309+12.3% | $5,306+97.0% |