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 9-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 | $134,342 | $115,882+15.9% | $100,516+33.7% | $158,922-15.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.31% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $13,016 | $4,103+217.2% | $3,418+280.8% | $4,761+173.4% |
| Participant deferral / active EE | $3,097 | $6,674-53.6% | $6,270-50.6% | $5,982-48.2% |
| Admin fee / account holder | $5,000 | $10,995-54.5% | $8,081-38.1% | $11,246-55.5% |