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 7-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 | $137,912 | $95,416+44.5% | $185,823-25.8% | $85,850+60.6% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.27% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,872 | $3,314-13.3% | $5,167-44.4% | $2,565+11.9% |
| Participant deferral / active EE | $11,587 | $3,423+238.5% | $5,568+108.1% | $3,952+193.2% |
| Admin fee / account holder | $3,051 | $7,213-57.7% | $16,237-81.2% | $6,260-51.3% |