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 | $132,631 | $102,317+29.6% | $146,958-9.7% | $80,856+64.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.75% | 134.76%-120.0pp | 418.34%-403.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $9,240 | $3,713+148.8% | $4,933+87.3% | $2,755+235.4% |
| Participant deferral / active EE | $6,313 | $6,644-5.0% | $8,070-21.8% | $4,296+46.9% |
| Admin fee / account holder | $3,757 | $7,941-52.7% | $12,998-71.1% | $6,918-45.7% |