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 | $118,322 | $85,202+38.9% | $172,739-31.5% | $72,985+62.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.63% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $6,295 | $3,324+89.4% | $5,143+22.4% | $2,440+158.0% |
| Participant deferral / active EE | $4,025 | $3,260+23.5% | $5,198-22.6% | $3,607+11.6% |
| Admin fee / account holder | $7,916 | $5,884+34.5% | $13,954-43.3% | $5,124+54.5% |