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 | $151,327 | $95,416+58.6% | $185,823-18.6% | $85,850+76.3% |
| Participation rate | 97.3% | 68.8%+28.5pp | 81.7%+15.6pp | 69.3%+27.9pp |
| Annual return | 18.34% | 23.59%-5.2pp | 122.05%-103.7pp | 318.53%-300.2pp |
| Employer contribution / active EE | $8,136 | $3,314+145.5% | $5,167+57.5% | $2,565+217.2% |
| Participant deferral / active EE | $6,228 | $3,423+81.9% | $5,568+11.9% | $3,952+57.6% |
| Admin fee / account holder | $2,352 | $7,213-67.4% | $16,237-85.5% | $6,260-62.4% |