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 | $147,752 | $89,355+65.4% | $141,162+4.7% | $72,985+102.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.73% | 111.85%-88.1pp | 71.39%-47.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $8,080 | $3,114+159.4% | $4,735+70.6% | $2,440+231.2% |
| Participant deferral / active EE | $9,474 | $5,418+74.9% | $6,709+41.2% | $3,607+162.6% |
| Admin fee / account holder | $565 | $5,958-90.5% | $10,261-94.5% | $5,124-89.0% |