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 | $116,283 | $63,346+83.6% | $92,233+26.1% | $70,131+65.8% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.60% | 530.12%-517.5pp | 176.28%-163.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $8,187 | $2,471+231.3% | $3,679+122.5% | $2,342+249.5% |
| Participant deferral / active EE | $5,321 | $2,854+86.5% | $3,897+36.6% | $3,332+59.7% |
| Admin fee / account holder | $5,995 | $3,840+56.1% | $5,194+15.4% | $4,645+29.1% |