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 | $172,779 | $89,753+92.5% | $107,525+60.7% | $84,808+103.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.85% | 29.48%-9.6pp | 181.32%-161.5pp | 40.90%-21.0pp |
| Employer contribution / active EE | $6,414 | $3,113+106.0% | $3,754+70.9% | $2,631+143.8% |
| Participant deferral / active EE | $8,676 | $4,056+113.9% | $5,116+69.6% | $4,212+106.0% |
| Admin fee / account holder | $12,682 | $7,222+75.6% | $8,919+42.2% | $7,344+72.7% |