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 | $141,748 | $105,181+34.8% | $159,436-11.1% | $85,850+65.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.66% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $6,348 | $3,318+91.3% | $4,829+31.4% | $2,565+147.5% |
| Participant deferral / active EE | $4,592 | $5,945-22.8% | $7,352-37.5% | $3,952+16.2% |
| Admin fee / account holder | $9,422 | $6,933+35.9% | $10,799-12.7% | $6,260+50.5% |