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 | $154,714 | $118,427+30.6% | $66,042+134.3% | $142,382+8.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.54% | 35.57%-20.0pp | 52.11%-36.6pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,870 | $2,570+89.5% | $1,579+208.4% | $4,299+13.3% |
| Participant deferral / active EE | $6,065 | $4,311+40.7% | $2,835+113.9% | $6,507-6.8% |
| Admin fee / account holder | $2,824 | $9,593-70.6% | $5,747-50.9% | $12,624-77.6% |