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 | $132,815 | $29,660+347.8% | $56,411+135.4% | $80,856+64.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 13.27% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,717 | $669+156.5% | $1,039+65.3% | $2,755-37.7% |
| Participant deferral / active EE | $8,584 | $1,226+600.1% | $1,952+339.8% | $4,296+99.8% |
| Admin fee / account holder | $17,690 | $2,428+628.7% | $2,829+525.3% | $6,918+155.7% |