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 8-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 | $153,093 | $77,899+96.5% | $149,673+2.3% | $75,163+103.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.15% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $8,591 | $3,137+173.8% | $4,818+78.3% | $2,670+221.8% |
| Participant deferral / active EE | $8,576 | $3,411+151.4% | $5,680+51.0% | $4,125+107.9% |
| Admin fee / account holder | $5,424 | $5,956-8.9% | $13,210-58.9% | $5,651-4.0% |