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 | $138,459 | $78,672+76.0% | $109,143+26.9% | $85,850+61.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.66% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,991 | $2,735+9.4% | $3,722-19.6% | $2,565+16.6% |
| Participant deferral / active EE | $6,150 | $3,467+77.4% | $4,653+32.2% | $3,952+55.6% |
| Admin fee / account holder | $48,610 | $5,469+788.8% | $6,752+619.9% | $6,260+676.5% |