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 | $143,316 | $71,050+101.7% | $93,606+53.1% | $80,856+77.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 30.54% | 11.26%+19.3pp | 133.20%-102.7pp | 35.59%-5.1pp |
| Employer contribution / active EE | $2,705 | $1,564+73.0% | $2,420+11.8% | $2,755-1.8% |
| Participant deferral / active EE | $3,994 | $4,034-1.0% | $4,411-9.5% | $4,296-7.0% |
| Admin fee / account holder | $2,230 | $6,945-67.9% | $8,285-73.1% | $6,918-67.8% |