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 | $148,494 | $77,899+90.6% | $149,673-0.8% | $75,163+97.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.46% | 31.72%-18.3pp | 134.42%-121.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $15,231 | $3,137+385.5% | $4,818+216.2% | $2,670+470.5% |
| Participant deferral / active EE | $9,768 | $3,411+186.4% | $5,680+72.0% | $4,125+136.8% |
| Admin fee / account holder | $22,013 | $5,956+269.6% | $13,210+66.6% | $5,651+289.5% |