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 | $118,490 | $105,181+12.7% | $159,436-25.7% | $85,850+38.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.15% | 45.07%-26.9pp | 263.57%-245.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $14,353 | $3,318+332.6% | $4,829+197.2% | $2,565+459.6% |
| Participant deferral / active EE | $10,415 | $5,945+75.2% | $7,352+41.7% | $3,952+163.6% |
| Admin fee / account holder | $962 | $6,933-86.1% | $10,799-91.1% | $6,260-84.6% |