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 | $118,203 | $79,944+47.9% | $98,439+20.1% | $75,163+57.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 22.68% | 19.75%+2.9pp | 21.16%+1.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $12,955 | $2,264+472.3% | $3,048+325.0% | $2,670+385.2% |
| Participant deferral / active EE | $10,660 | $3,752+184.1% | $4,738+125.0% | $4,125+158.4% |
| Admin fee / account holder | $5,590 | $6,840-18.3% | $8,948-37.5% | $5,651-1.1% |