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 | $154,664 | $65,409+136.5% | $98,442+57.1% | $85,850+80.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.71% | 21.76%-4.0pp | 1492.73%-1475.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $3,000 | $2,168+38.4% | $2,960+1.3% | $2,565+16.9% |
| Participant deferral / active EE | $5,464 | $3,166+72.6% | $4,276+27.8% | $3,952+38.3% |
| Admin fee / account holder | $2,079 | $4,593-54.7% | $5,949-65.1% | $6,260-66.8% |