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 | $132,077 | $85,202+55.0% | $172,739-23.5% | $72,985+81.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.25% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $11,924 | $3,324+258.7% | $5,143+131.9% | $2,440+388.7% |
| Participant deferral / active EE | $7,620 | $3,260+133.7% | $5,198+46.6% | $3,607+111.2% |
| Admin fee / account holder | $1,126 | $5,884-80.9% | $13,954-91.9% | $5,124-78.0% |