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 9-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 | $148,498 | $89,753+65.5% | $107,525+38.1% | $84,808+75.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $15,649 | $3,113+402.6% | $3,754+316.9% | $2,631+494.8% |
| Participant deferral / active EE | $10,225 | $4,056+152.1% | $5,116+99.9% | $4,212+142.8% |
| Admin fee / account holder | $24,093 | $7,222+233.6% | $8,919+170.1% | $7,344+228.1% |