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 | $144,584 | $80,717+79.1% | $154,803-6.6% | $84,808+70.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.20% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $10,040 | $2,761+263.6% | $4,305+133.2% | $2,631+281.6% |
| Participant deferral / active EE | $6,546 | $3,303+98.2% | $5,540+18.1% | $4,212+55.4% |
| Admin fee / account holder | $10,940 | $6,746+62.2% | $14,329-23.6% | $7,344+49.0% |