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 7-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 | $168,097 | $118,450+41.9% | $98,439+70.8% | $139,434+20.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 18.94%-2.9pp | 21.16%-5.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $10,141 | $3,609+181.0% | $3,048+232.7% | $4,751+113.5% |
| Participant deferral / active EE | $10,947 | $5,392+103.0% | $4,738+131.0% | $6,710+63.1% |
| Admin fee / account holder | $2,213 | $14,026-84.2% | $8,948-75.3% | $11,403-80.6% |