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 | $151,880 | $81,248+86.9% | $155,509-2.3% | $80,856+87.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 20.37% | 33.31%-12.9pp | 64.67%-44.3pp | 35.59%-15.2pp |
| Employer contribution / active EE | $17,768 | $3,100+473.1% | $4,672+280.3% | $2,755+545.0% |
| Participant deferral / active EE | $10,472 | $3,452+203.4% | $5,626+86.1% | $4,296+143.8% |
| Admin fee / account holder | $10,779 | $7,997+34.8% | $15,912-32.3% | $6,918+55.8% |