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 | $140,374 | $89,753+56.4% | $107,525+30.6% | $84,808+65.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.97% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $4,941 | $3,113+58.7% | $3,754+31.6% | $2,631+87.8% |
| Participant deferral / active EE | $12,065 | $4,056+197.5% | $5,116+135.9% | $4,212+186.5% |
| Admin fee / account holder | $11,084 | $7,222+53.5% | $8,919+24.3% | $7,344+50.9% |