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 | $148,256 | $96,635+53.4% | $86,612+71.2% | $139,434+6.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.38% | 106.41%-93.0pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,315 | $3,263-29.1% | $3,022-23.4% | $4,751-51.3% |
| Participant deferral / active EE | $8,329 | $4,836+72.2% | $4,438+87.7% | $6,710+24.1% |
| Admin fee / account holder | $54,445 | $6,408+749.7% | $5,614+869.8% | $11,403+377.5% |