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 | $164,401 | $100,041+64.3% | $149,718+9.8% | $70,131+134.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.14% | 27.43%-7.3pp | 1501.63%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $6,343 | $3,662+73.2% | $5,445+16.5% | $2,342+170.8% |
| Participant deferral / active EE | $15,719 | $4,983+215.5% | $6,569+139.3% | $3,332+371.8% |
| Admin fee / account holder | $7,646 | $8,286-7.7% | $11,283-32.2% | $4,645+64.6% |