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 | $184,461 | $102,317+80.3% | $146,958+25.5% | $80,856+128.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.93% | 134.76%-122.8pp | 418.34%-406.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $11,654 | $3,713+213.9% | $4,933+136.3% | $2,755+323.1% |
| Participant deferral / active EE | $9,490 | $6,644+42.8% | $8,070+17.6% | $4,296+120.9% |
| Admin fee / account holder | $2,658 | $7,941-66.5% | $12,998-79.6% | $6,918-61.6% |