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 | $136,847 | $81,248+68.4% | $155,509-12.0% | $80,856+69.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 19.23% | 33.31%-14.1pp | 64.67%-45.4pp | 35.59%-16.4pp |
| Employer contribution / active EE | $3,466 | $3,100+11.8% | $4,672-25.8% | $2,755+25.8% |
| Participant deferral / active EE | $8,175 | $3,452+136.9% | $5,626+45.3% | $4,296+90.3% |
| Admin fee / account holder | $23,197 | $7,997+190.1% | $15,912+45.8% | $6,918+235.3% |