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 | $133,969 | $85,202+57.2% | $172,739-22.4% | $72,985+83.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.48% | 27.32%-7.8pp | 802.84%-783.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,532 | $3,324+36.3% | $5,143-11.9% | $2,440+85.8% |
| Participant deferral / active EE | $3,862 | $3,260+18.5% | $5,198-25.7% | $3,607+7.1% |
| Admin fee / account holder | $11,068 | $5,884+88.1% | $13,954-20.7% | $5,124+116.0% |