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 | $168,150 | $98,750+70.3% | $149,696+12.3% | $79,858+110.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.56% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $5,260 | $3,216+63.5% | $4,644+13.3% | $2,471+112.9% |
| Participant deferral / active EE | $9,243 | $5,680+62.7% | $6,842+35.1% | $3,740+147.1% |
| Admin fee / account holder | $1,491 | $6,053-75.4% | $9,309-84.0% | $5,306-71.9% |