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 | $208,388 | $109,881+89.6% | $150,045+38.9% | $84,808+145.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.53% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,281 | $3,561+48.3% | $4,693+12.5% | $2,631+100.7% |
| Participant deferral / active EE | $13,284 | $6,636+100.2% | $7,997+66.1% | $4,212+215.4% |
| Admin fee / account holder | $40,639 | $8,568+374.3% | $13,435+202.5% | $7,344+453.4% |