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 | $140,241 | $115,770+21.1% | $101,248+38.5% | $158,922-11.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.09% | 56.14%-35.0pp | 46.47%-25.4pp | 302.83%-281.7pp |
| Employer contribution / active EE | $9,307 | $4,175+123.0% | $3,660+154.3% | $4,761+95.5% |
| Participant deferral / active EE | $12,818 | $4,957+158.6% | $4,370+193.3% | $5,982+114.3% |
| Admin fee / account holder | $10,086 | $7,245+39.2% | $5,945+69.6% | $11,246-10.3% |