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 | $169,986 | $93,571+81.7% | $135,903+25.1% | $75,163+126.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.22% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $9,069 | $3,537+156.4% | $4,856+86.7% | $2,670+239.7% |
| Participant deferral / active EE | $11,204 | $6,404+74.9% | $7,758+44.4% | $4,125+171.6% |
| Admin fee / account holder | $23,156 | $6,975+232.0% | $10,762+115.2% | $5,651+309.8% |