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 | $159,602 | $91,552+74.3% | $133,956+19.1% | $79,858+99.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 22.38% | 61.85%-39.5pp | 45.09%-22.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $14,362 | $2,384+502.6% | $3,919+266.5% | $2,471+481.3% |
| Participant deferral / active EE | $8,223 | $3,733+120.2% | $5,048+62.9% | $3,740+119.8% |
| Admin fee / account holder | $1,313 | $6,321-79.2% | $8,927-85.3% | $5,306-75.3% |