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 | $95,313 | $89,355+6.7% | $141,162-32.5% | $72,985+30.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.86% | 111.85%-90.0pp | 71.39%-49.5pp | 81.00%-59.1pp |
| Employer contribution / active EE | $11,278 | $3,114+262.1% | $4,735+138.2% | $2,440+362.2% |
| Participant deferral / active EE | $13,881 | $5,418+156.2% | $6,709+106.9% | $3,607+284.8% |
| Admin fee / account holder | $15,698 | $5,958+163.5% | $10,261+53.0% | $5,124+206.4% |