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 | $145,885 | $74,888+94.8% | $71,209+104.9% | $142,382+2.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.64% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,464 | $2,854+91.4% | $2,721+100.8% | $4,299+27.1% |
| Participant deferral / active EE | $9,518 | $4,454+113.7% | $4,175+128.0% | $6,507+46.3% |
| Admin fee / account holder | $7,349 | $5,568+32.0% | $5,349+37.4% | $12,624-41.8% |