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 | $115,768 | $98,750+17.2% | $149,696-22.7% | $79,858+45.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 31.74% | 27.43%+4.3pp | 276.60%-244.9pp | 31.71%0pp |
| Employer contribution / active EE | $9,322 | $3,216+189.8% | $4,644+100.7% | $2,471+277.3% |
| Participant deferral / active EE | $7,373 | $5,680+29.8% | $6,842+7.8% | $3,740+97.1% |
| Admin fee / account holder | $1,927 | $6,053-68.2% | $9,309-79.3% | $5,306-63.7% |