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 | $117,754 | $54,705+115.3% | $71,209+65.4% | $84,808+38.8% |
| Participation rate | 98.5% | 64.1%+34.4pp | 73.8%+24.8pp | 68.3%+30.2pp |
| Annual return | 17.15% | 35.90%-18.8pp | 282.51%-265.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $15,917 | $2,158+637.6% | $2,721+485.0% | $2,631+505.0% |
| Participant deferral / active EE | $5,573 | $3,030+83.9% | $4,175+33.5% | $4,212+32.3% |
| Admin fee / account holder | $9,472 | $4,863+94.8% | $5,349+77.1% | $7,344+29.0% |