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 | $143,039 | $100,041+43.0% | $149,718-4.5% | $70,131+104.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.59% | 27.43%-11.8pp | 1501.63%-1486.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $6,314 | $3,662+72.4% | $5,445+16.0% | $2,342+169.6% |
| Participant deferral / active EE | $7,426 | $4,983+49.0% | $6,569+13.0% | $3,332+122.9% |
| Admin fee / account holder | $3,520 | $8,286-57.5% | $11,283-68.8% | $4,645-24.2% |