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 | $130,831 | $98,750+32.5% | $149,696-12.6% | $79,858+63.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.54% | 27.43%-8.9pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $4,687 | $3,216+45.7% | $4,644+0.9% | $2,471+89.7% |
| Participant deferral / active EE | $8,440 | $5,680+48.6% | $6,842+23.4% | $3,740+125.7% |
| Admin fee / account holder | $4,047 | $6,053-33.1% | $9,309-56.5% | $5,306-23.7% |