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 | $153,650 | $58,208+164.0% | $81,812+87.8% | $80,856+90.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.05% | 41.66%-24.6pp | 773.79%-756.7pp | 35.59%-18.5pp |
| Employer contribution / active EE | $4,459 | $2,340+90.5% | $2,912+53.1% | $2,755+61.8% |
| Participant deferral / active EE | $7,424 | $3,281+126.3% | $4,319+71.9% | $4,296+72.8% |
| Admin fee / account holder | $5,693 | $4,981+14.3% | $7,386-22.9% | $6,918-17.7% |