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 | $153,436 | $77,419+98.2% | $69,455+120.9% | $152,861+0.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 39.06%-17.2pp | 28.97%-7.1pp | 345.32%-323.5pp |
| Employer contribution / active EE | $12,791 | $3,315+285.8% | $2,779+360.3% | $4,762+168.6% |
| Participant deferral / active EE | $25,638 | $4,414+480.9% | $3,535+625.1% | $5,850+338.2% |
| Admin fee / account holder | $19,763 | $6,207+218.4% | $3,839+414.7% | $11,596+70.4% |