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 | $143,660 | $87,013+65.1% | $106,213+35.3% | $80,856+77.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 20.24% | 17.05%+3.2pp | 116.14%-95.9pp | 35.59%-15.4pp |
| Employer contribution / active EE | $5,934 | $2,395+147.7% | $3,171+87.1% | $2,755+115.4% |
| Participant deferral / active EE | $8,753 | $3,986+119.6% | $5,016+74.5% | $4,296+103.7% |
| Admin fee / account holder | $17,818 | $8,431+111.3% | $11,033+61.5% | $6,918+157.6% |