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 | $120,131 | $104,475+15.0% | $159,436-24.7% | $79,386+51.3% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.08% | 67.95%-52.9pp | 263.57%-248.5pp | 116.85%-101.8pp |
| Employer contribution / active EE | $5,752 | $3,417+68.3% | $4,829+19.1% | $2,427+136.9% |
| Participant deferral / active EE | $9,864 | $6,467+52.5% | $7,352+34.2% | $4,046+143.8% |
| Admin fee / account holder | $13,821 | $711+1843.5% | $10,799+28.0% | $626+2106.3% |