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 | $167,597 | $77,899+115.1% | $149,673+12.0% | $75,163+123.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.02% | 31.72%-16.7pp | 134.42%-119.4pp | 160.62%-145.6pp |
| Employer contribution / active EE | $6,408 | $3,137+104.2% | $4,818+33.0% | $2,670+140.0% |
| Participant deferral / active EE | $4,972 | $3,411+45.8% | $5,680-12.5% | $4,125+20.5% |
| Admin fee / account holder | $15,203 | $5,956+155.2% | $13,210+15.1% | $5,651+169.0% |