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 | $189,436 | $85,766+120.9% | $136,294+39.0% | $70,131+170.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.55% | 31.45%-14.9pp | 5155.94%-5139.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $5,878 | $2,966+98.2% | $4,695+25.2% | $2,342+151.0% |
| Participant deferral / active EE | $8,968 | $5,051+77.5% | $6,247+43.6% | $3,332+169.2% |
| Admin fee / account holder | $23,404 | $5,420+331.8% | $9,243+153.2% | $4,645+403.8% |