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 | $117,040 | $49,173+138.0% | $121,098-3.4% | $75,163+55.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 18.88% | 55.99%-37.1pp | 985.75%-966.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,004 | $1,546+29.7% | $4,164-51.9% | $2,670-24.9% |
| Participant deferral / active EE | $3,018 | $2,628+14.9% | $4,080-26.0% | $4,125-26.8% |
| Admin fee / account holder | $4,900 | $3,942+24.3% | $5,644-13.2% | $5,651-13.3% |