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 | $155,023 | $56,835+172.8% | - | $135,375+14.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | 18.94% | 2630.74%-2611.8pp | - | 519.73%-500.8pp |
| Employer contribution / active EE | $9,917 | $2,734+262.8% | - | $4,779+107.5% |
| Participant deferral / active EE | $5,396 | $3,681+46.6% | - | $5,609-3.8% |
| Admin fee / account holder | $2,526 | $1,586+59.3% | - | $10,827-76.7% |