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 | $144,605 | $84,233+71.7% | $170,442-15.2% | $70,131+106.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.22% | 23.06%-5.8pp | 205.93%-188.7pp | 73.14%-55.9pp |
| Employer contribution / active EE | $6,299 | $3,387+86.0% | $5,433+15.9% | $2,342+168.9% |
| Participant deferral / active EE | $5,726 | $3,086+85.6% | $4,939+15.9% | $3,332+71.9% |
| Admin fee / account holder | $8,891 | $5,698+56.0% | $13,880-35.9% | $4,645+91.4% |