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 | $132,233 | $109,881+20.3% | $150,045-11.9% | $84,808+55.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.79% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,305 | $3,561+161.3% | $4,693+98.3% | $2,631+253.7% |
| Participant deferral / active EE | $17,989 | $6,636+171.1% | $7,997+124.9% | $4,212+327.1% |
| Admin fee / account holder | $1,706 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |