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 | $134,123 | $97,757+37.2% | $83,848+60.0% | $135,375-0.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.03% | 1287.37%-1278.3pp | 850.88%-841.8pp | 519.73%-510.7pp |
| Employer contribution / active EE | $735 | $4,222-82.6% | $3,631-79.8% | $4,779-84.6% |
| Participant deferral / active EE | $3,173 | $4,682-32.2% | $4,082-22.3% | $5,609-43.4% |
| Admin fee / account holder | $29,405 | $6,674+340.6% | $5,478+436.8% | $10,827+171.6% |