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 | $139,135 | $85,202+63.3% | $172,739-19.5% | $72,985+90.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.89% | 27.32%-8.4pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $10,059 | $3,324+202.6% | $5,143+95.6% | $2,440+312.3% |
| Participant deferral / active EE | $5,994 | $3,260+83.9% | $5,198+15.3% | $3,607+66.2% |
| Admin fee / account holder | $13,663 | $5,884+132.2% | $13,954-2.1% | $5,124+166.6% |