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 | $158,290 | $87,013+81.9% | $106,213+49.0% | $80,856+95.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 17.51% | 17.05%+0.5pp | 116.14%-98.6pp | 35.59%-18.1pp |
| Employer contribution / active EE | $5,441 | $2,395+127.2% | $3,171+71.6% | $2,755+97.5% |
| Participant deferral / active EE | $4,955 | $3,986+24.3% | $5,016-1.2% | $4,296+15.4% |
| Admin fee / account holder | $6,560 | $8,431-22.2% | $11,033-40.5% | $6,918-5.2% |