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 | $138,881 | $112,096+23.9% | $95,952+44.7% | $158,922-12.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.52% | 171.09%-158.6pp | 91.61%-79.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $11,304 | $3,198+253.5% | $2,541+344.9% | $4,761+137.4% |
| Participant deferral / active EE | $6,815 | $4,784+42.5% | $4,167+63.6% | $5,982+13.9% |
| Admin fee / account holder | $4,411 | $10,130-56.5% | $6,795-35.1% | $11,246-60.8% |