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 | $113,632 | $100,041+13.6% | $149,718-24.1% | $70,131+62.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 17.92% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $5,901 | $3,662+61.2% | $5,445+8.4% | $2,342+151.9% |
| Participant deferral / active EE | $5,711 | $4,983+14.6% | $6,569-13.1% | $3,332+71.4% |
| Admin fee / account holder | $970 | $8,286-88.3% | $11,283-91.4% | $4,645-79.1% |