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 | $140,230 | $56,114+149.9% | $96,139+45.9% | $85,850+63.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 16.03% | 42.30%-26.3pp | 191.94%-175.9pp | 318.53%-302.5pp |
| Employer contribution / active EE | $11,156 | $1,620+588.8% | $2,797+298.9% | $2,565+334.9% |
| Participant deferral / active EE | $13,607 | $2,859+375.9% | $4,349+212.9% | $3,952+244.3% |
| Admin fee / account holder | $2,668 | $3,768-29.2% | $5,537-51.8% | $6,260-57.4% |