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 | $130,894 | $81,248+61.1% | $155,509-15.8% | $80,856+61.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.57% | 33.31%-16.7pp | 64.67%-48.1pp | 35.59%-19.0pp |
| Employer contribution / active EE | $10,319 | $3,100+232.8% | $4,672+120.8% | $2,755+274.6% |
| Participant deferral / active EE | $5,058 | $3,452+46.5% | $5,626-10.1% | $4,296+17.7% |
| Admin fee / account holder | $1,903 | $7,997-76.2% | $15,912-88.0% | $6,918-72.5% |