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 | $175,003 | $109,881+59.3% | $150,045+16.6% | $84,808+106.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,989 | $3,561+40.1% | $4,693+6.3% | $2,631+89.6% |
| Participant deferral / active EE | $12,761 | $6,636+92.3% | $7,997+59.6% | $4,212+203.0% |
| Admin fee / account holder | $34,562 | $8,568+303.4% | $13,435+157.3% | $7,344+370.6% |