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 | $138,793 | $84,233+64.8% | $170,442-18.6% | $70,131+97.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.89% | 23.06%-10.2pp | 205.93%-193.0pp | 73.14%-60.3pp |
| Employer contribution / active EE | $6,848 | $3,387+102.2% | $5,433+26.0% | $2,342+192.3% |
| Participant deferral / active EE | $2,670 | $3,086-13.5% | $4,939-45.9% | $3,332-19.9% |
| Admin fee / account holder | $416 | $5,698-92.7% | $13,880-97.0% | $4,645-91.0% |