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 | $134,607 | $90,348+49.0% | $75,972+77.2% | $145,922-7.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.29% | 620.88%-606.6pp | 359.55%-345.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $10,940 | $3,311+230.4% | $2,685+307.5% | $4,660+134.8% |
| Participant deferral / active EE | $8,068 | $5,162+56.3% | $4,255+89.6% | $6,688+20.6% |
| Admin fee / account holder | $2,851 | $8,467-66.3% | $6,467-55.9% | $13,397-78.7% |