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 | $171,972 | $54,705+214.4% | $71,209+141.5% | $84,808+102.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 13.80% | 35.90%-22.1pp | 282.51%-268.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,629 | $2,158+299.9% | $2,721+217.1% | $2,631+228.0% |
| Participant deferral / active EE | $14,700 | $3,030+385.1% | $4,175+252.1% | $4,212+249.0% |
| Admin fee / account holder | $36,786 | $4,863+656.4% | $5,349+587.8% | $7,344+400.9% |