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 | $169,783 | $99,985+69.8% | $146,665+15.8% | $85,850+97.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 15.04% | 18.93%-3.9pp | 22.74%-7.7pp | 318.53%-303.5pp |
| Employer contribution / active EE | $8,372 | $2,559+227.2% | $4,136+102.4% | $2,565+226.4% |
| Participant deferral / active EE | $8,936 | $4,006+123.1% | $5,506+62.3% | $3,952+126.1% |
| Admin fee / account holder | $15,063 | $7,702+95.6% | $10,280+46.5% | $6,260+140.6% |