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 | $135,903 | $109,881+23.7% | $150,045-9.4% | $84,808+60.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 22.92% | 28.25%-5.3pp | 62.55%-39.6pp | 40.90%-18.0pp |
| Employer contribution / active EE | $5,573 | $3,561+56.5% | $4,693+18.8% | $2,631+111.8% |
| Participant deferral / active EE | $11,050 | $6,636+66.5% | $7,997+38.2% | $4,212+162.4% |
| Admin fee / account holder | $20,379 | $8,568+137.8% | $13,435+51.7% | $7,344+177.5% |