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 | $116,276 | $54,705+112.6% | $71,209+63.3% | $84,808+37.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 41.54% | 35.90%+5.6pp | 282.51%-241.0pp | 40.90%+0.6pp |
| Employer contribution / active EE | $9,645 | $2,158+346.9% | $2,721+254.5% | $2,631+266.6% |
| Participant deferral / active EE | $8,707 | $3,030+187.3% | $4,175+108.6% | $4,212+106.8% |
| Admin fee / account holder | $35,615 | $4,863+632.3% | $5,349+565.9% | $7,344+385.0% |