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 | $158,252 | $81,248+94.8% | $155,509+1.8% | $80,856+95.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.99% | 33.31%-21.3pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $10,701 | $3,100+245.2% | $4,672+129.0% | $2,755+288.5% |
| Participant deferral / active EE | $9,697 | $3,452+181.0% | $5,626+72.4% | $4,296+125.7% |
| Admin fee / account holder | $12,305 | $7,997+53.9% | $15,912-22.7% | $6,918+77.9% |