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 | $121,945 | $99,652+22.4% | $78,778+54.8% | $147,584-17.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.88% | 47.28%-28.4pp | 35.62%-16.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,170 | $2,796-58.1% | $1,986-41.1% | $4,876-76.0% |
| Participant deferral / active EE | $6,785 | $3,664+85.2% | $2,958+129.3% | $5,439+24.7% |
| Admin fee / account holder | $386 | $7,155-94.6% | $5,134-92.5% | $10,885-96.5% |