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 | $118,374 | $53,516+121.2% | $126,539-6.5% | $84,808+39.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.74% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $5,901 | $1,535+284.5% | $3,674+60.6% | $2,631+124.3% |
| Participant deferral / active EE | $16,538 | $2,671+519.3% | $4,083+305.1% | $4,212+292.7% |
| Admin fee / account holder | $12,180 | $4,497+170.9% | $6,065+100.8% | $7,344+65.9% |