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 | $144,412 | $72,277+99.8% | $101,248+42.6% | $79,858+80.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.70% | 22.30%-10.6pp | 46.47%-34.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $3,755 | $2,692+39.5% | $3,660+2.6% | $2,471+52.0% |
| Participant deferral / active EE | $9,465 | $3,282+188.4% | $4,370+116.6% | $3,740+153.1% |
| Admin fee / account holder | $7,704 | $4,400+75.1% | $5,945+29.6% | $5,306+45.2% |