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 | $144,926 | $60,124+141.0% | $90,404+60.3% | $79,858+81.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.24% | 71.94%-59.7pp | 1293.02%-1280.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $13,247 | $2,068+540.6% | $3,262+306.1% | $2,471+436.1% |
| Participant deferral / active EE | $6,274 | $2,938+113.5% | $3,963+58.3% | $3,740+67.8% |
| Admin fee / account holder | $13,051 | $3,976+228.2% | $5,611+132.6% | $5,306+146.0% |