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 | $140,973 | $73,933+90.7% | $96,683+45.8% | $75,163+87.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.95% | 26.70%-8.8pp | 35.69%-17.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $5,233 | $2,928+78.7% | $3,737+40.0% | $2,670+96.0% |
| Participant deferral / active EE | $8,355 | $3,659+128.3% | $4,878+71.3% | $4,125+102.5% |
| Admin fee / account holder | $8,058 | $5,216+54.5% | $6,730+19.7% | $5,651+42.6% |