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 | $159,992 | $58,208+174.9% | $81,812+95.6% | $80,856+97.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.20% | 41.66%-30.5pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $11,410 | $2,340+387.6% | $2,912+291.8% | $2,755+314.2% |
| Participant deferral / active EE | $9,312 | $3,281+183.8% | $4,319+115.6% | $4,296+116.8% |
| Admin fee / account holder | $13,612 | $4,981+173.3% | $7,386+84.3% | $6,918+96.8% |