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 | $169,854 | $98,750+72.0% | $149,696+13.5% | $79,858+112.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.07% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.6pp |
| Employer contribution / active EE | $5,780 | $3,216+79.7% | $4,644+24.5% | $2,471+133.9% |
| Participant deferral / active EE | $4,922 | $5,680-13.4% | $6,842-28.1% | $3,740+31.6% |
| Admin fee / account holder | $733 | $6,053-87.9% | $9,309-92.1% | $5,306-86.2% |