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 | $149,924 | $109,359+37.1% | $162,163-7.5% | $72,985+105.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.63% | 25.46%-4.8pp | 115.59%-95.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $9,152 | $3,907+134.2% | $5,614+63.0% | $2,440+275.1% |
| Participant deferral / active EE | $9,503 | $5,481+73.4% | $7,298+30.2% | $3,607+163.4% |
| Admin fee / account holder | $11,875 | $7,972+49.0% | $10,843+9.5% | $5,124+131.7% |