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 | $184,572 | $98,750+86.9% | $149,696+23.3% | $79,858+131.1% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 16.87% | 27.43%-10.6pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $7,983 | $3,216+148.2% | $4,644+71.9% | $2,471+223.1% |
| Participant deferral / active EE | $8,991 | $5,680+58.3% | $6,842+31.4% | $3,740+140.4% |
| Admin fee / account holder | $3,125 | $6,053-48.4% | $9,309-66.4% | $5,306-41.1% |