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 | $158,977 | $100,041+58.9% | $149,718+6.2% | $70,131+126.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.18% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,042 | $3,662+37.7% | $5,445-7.4% | $2,342+115.2% |
| Participant deferral / active EE | $5,703 | $4,983+14.5% | $6,569-13.2% | $3,332+71.2% |
| Admin fee / account holder | $1,000 | $8,286-87.9% | $11,283-91.1% | $4,645-78.5% |