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 | $142,841 | $72,277+97.6% | $101,248+41.1% | $79,858+78.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.06% | 22.30%-3.2pp | 46.47%-27.4pp | 31.71%-12.7pp |
| Employer contribution / active EE | $10,059 | $2,692+273.7% | $3,660+174.9% | $2,471+307.1% |
| Participant deferral / active EE | $9,641 | $3,282+193.8% | $4,370+120.6% | $3,740+157.8% |
| Admin fee / account holder | $15,180 | $4,400+245.0% | $5,945+155.3% | $5,306+186.1% |