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 | $138,850 | $58,208+138.5% | $81,812+69.7% | $80,856+71.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.73% | 41.66%-27.9pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,754 | $2,340-25.0% | $2,912-39.8% | $2,755-36.3% |
| Participant deferral / active EE | $2,529 | $3,281-22.9% | $4,319-41.4% | $4,296-41.1% |
| Admin fee / account holder | $10,400 | $4,981+108.8% | $7,386+40.8% | $6,918+50.3% |