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 | $136,118 | $46,869+190.4% | $122,332+11.3% | $70,131+94.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $6,129 | $1,288+375.9% | $4,050+51.3% | $2,342+161.6% |
| Participant deferral / active EE | $5,142 | $2,166+137.3% | $3,287+56.4% | $3,332+54.3% |
| Admin fee / account holder | $3,054 | $3,322-8.1% | $5,478-44.2% | $4,645-34.3% |