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 | $133,468 | $109,881+21.5% | $150,045-11.0% | $84,808+57.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.90% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,868 | $3,561+120.9% | $4,693+67.7% | $2,631+199.1% |
| Participant deferral / active EE | $5,020 | $6,636-24.4% | $7,997-37.2% | $4,212+19.2% |
| Admin fee / account holder | $303 | $8,568-96.5% | $13,435-97.7% | $7,344-95.9% |