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 | $118,191 | $99,919+18.3% | - | $158,922-25.6% |
| Participation rate | 80.0% | 71.6%+8.4pp | - | 82.0%-2.0pp |
| Annual return | 14.62% | 35.31%-20.7pp | - | 302.83%-288.2pp |
| Employer contribution / active EE | $0 | $3,686-100.0% | - | $4,761-100.0% |
| Participant deferral / active EE | $1,000 | $4,771-79.0% | - | $5,982-83.3% |
| Admin fee / account holder | $2,935 | $2,820+4.1% | - | $11,246-73.9% |