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 | $146,532 | $58,828+149.1% | $77,999+87.9% | $62,891+133.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.58% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,072 | $1,672+203.4% | $2,470+105.4% | $2,281+122.4% |
| Participant deferral / active EE | $6,818 | $2,686+153.9% | $3,497+95.0% | $3,203+112.9% |
| Admin fee / account holder | $1,967 | $4,393-55.2% | $5,480-64.1% | $4,296-54.2% |