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 | $146,949 | $81,248+80.9% | $155,509-5.5% | $80,856+81.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.50% | 33.31%-14.8pp | 64.67%-46.2pp | 35.59%-17.1pp |
| Employer contribution / active EE | $11,061 | $3,100+256.8% | $4,672+136.7% | $2,755+301.5% |
| Participant deferral / active EE | $6,231 | $3,452+80.5% | $5,626+10.7% | $4,296+45.0% |
| Admin fee / account holder | $1,155 | $7,997-85.6% | $15,912-92.7% | $6,918-83.3% |