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 | $132,116 | $77,314+70.9% | $177,989-25.8% | $80,856+63.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 27.07% | 18.09%+9.0pp | 294.48%-267.4pp | 35.59%-8.5pp |
| Employer contribution / active EE | $7,968 | $2,292+247.6% | $3,949+101.8% | $2,755+189.2% |
| Participant deferral / active EE | $10,085 | $4,411+128.6% | $6,276+60.7% | $4,296+134.8% |
| Admin fee / account holder | $33,989 | $7,191+372.7% | $10,363+228.0% | $6,918+391.3% |