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 | $199,557 | $109,881+81.6% | $150,045+33.0% | $84,808+135.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.05% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,663 | $3,561+30.9% | $4,693-0.6% | $2,631+77.2% |
| Participant deferral / active EE | $11,050 | $6,636+66.5% | $7,997+38.2% | $4,212+162.4% |
| Admin fee / account holder | $14,366 | $8,568+67.7% | $13,435+6.9% | $7,344+95.6% |