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 | $178,727 | $95,416+87.3% | $185,823-3.8% | $85,850+108.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.88% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $11,261 | $3,314+239.8% | $5,167+117.9% | $2,565+339.0% |
| Participant deferral / active EE | $6,876 | $3,423+100.9% | $5,568+23.5% | $3,952+74.0% |
| Admin fee / account holder | $29,025 | $7,213+302.4% | $16,237+78.8% | $6,260+363.7% |