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 | $139,738 | $108,172+29.2% | $77,482+80.3% | $158,922-12.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.57% | 31.67%-11.1pp | 54.79%-34.2pp | 302.83%-282.3pp |
| Employer contribution / active EE | $8,546 | $1,325+545.1% | $986+766.4% | $4,761+79.5% |
| Participant deferral / active EE | $15,530 | $2,456+532.3% | $1,861+734.4% | $5,982+159.6% |
| Admin fee / account holder | $20,801 | $3,708+461.0% | $2,858+627.9% | $11,246+85.0% |