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 | $123,372 | $85,202+44.8% | $172,739-28.6% | $72,985+69.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 31.95% | 27.32%+4.6pp | 802.84%-770.9pp | 81.00%-49.0pp |
| Employer contribution / active EE | $2,451 | $3,324-26.3% | $5,143-52.3% | $2,440+0.5% |
| Participant deferral / active EE | $4,537 | $3,260+39.2% | $5,198-12.7% | $3,607+25.8% |
| Admin fee / account holder | $536 | $5,884-90.9% | $13,954-96.2% | $5,124-89.5% |