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 | $111,404 | $85,202+30.8% | $172,739-35.5% | $72,985+52.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.92% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $6,520 | $3,324+96.1% | $5,143+26.8% | $2,440+167.2% |
| Participant deferral / active EE | $4,267 | $3,260+30.9% | $5,198-17.9% | $3,607+18.3% |
| Admin fee / account holder | $19,954 | $5,884+239.1% | $13,954+43.0% | $5,124+289.4% |