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 | $177,037 | $85,766+106.4% | $136,294+29.9% | $70,131+152.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.60% | 31.45%-13.9pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $7,849 | $2,966+164.6% | $4,695+67.2% | $2,342+235.1% |
| Participant deferral / active EE | $8,652 | $5,051+71.3% | $6,247+38.5% | $3,332+159.7% |
| Admin fee / account holder | $2,226 | $5,420-58.9% | $9,243-75.9% | $4,645-52.1% |