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 | $145,337 | $78,103+86.1% | $289,028-49.7% | $116,875+24.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 22.76% | 15.26%+7.5pp | 243.94%-221.2pp | 16.29%+6.5pp |
| Employer contribution / active EE | $7,245 | $2,718+166.5% | $6,326+14.5% | $3,288+120.4% |
| Participant deferral / active EE | $5,605 | $2,921+91.9% | $4,804+16.7% | $3,885+44.3% |
| Admin fee / account holder | $25,230 | $8,683+190.6% | $14,050+79.6% | $12,263+105.7% |