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 | $162,819 | $99,985+62.8% | $146,665+11.0% | $85,850+89.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.36% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $3,302 | $2,559+29.0% | $4,136-20.2% | $2,565+28.7% |
| Participant deferral / active EE | $9,903 | $4,006+147.2% | $5,506+79.9% | $3,952+150.6% |
| Admin fee / account holder | $16,165 | $7,702+109.9% | $10,280+57.3% | $6,260+158.2% |