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 | $150,185 | $102,317+46.8% | $146,958+2.2% | $80,856+85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.13% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,864 | $3,713-22.9% | $4,933-41.9% | $2,755+4.0% |
| Participant deferral / active EE | $9,285 | $6,644+39.8% | $8,070+15.1% | $4,296+116.1% |
| Admin fee / account holder | $21,025 | $7,941+164.8% | $12,998+61.8% | $6,918+203.9% |