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 | $195,332 | $99,985+95.4% | $146,665+33.2% | $85,850+127.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.25% | 18.93%-6.7pp | 22.74%-10.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $7,170 | $2,559+180.2% | $4,136+73.3% | $2,565+179.5% |
| Participant deferral / active EE | $11,062 | $4,006+176.1% | $5,506+100.9% | $3,952+179.9% |
| Admin fee / account holder | $5,644 | $7,702-26.7% | $10,280-45.1% | $6,260-9.8% |