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 | $130,280 | $91,037+43.1% | $71,671+81.8% | $147,584-11.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.76% | 20.48%-5.7pp | 20.65%-5.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $11,192 | $3,327+236.4% | $2,460+355.0% | $4,876+129.5% |
| Participant deferral / active EE | $6,003 | $4,498+33.5% | $3,438+74.6% | $5,439+10.4% |
| Admin fee / account holder | $6,513 | $8,613-24.4% | $5,558+17.2% | $10,885-40.2% |