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 | $116,253 | $85,202+36.4% | $172,739-32.7% | $72,985+59.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.42% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $4,972 | $3,324+49.6% | $5,143-3.3% | $2,440+103.8% |
| Participant deferral / active EE | $4,069 | $3,260+24.8% | $5,198-21.7% | $3,607+12.8% |
| Admin fee / account holder | $1,979 | $5,884-66.4% | $13,954-85.8% | $5,124-61.4% |