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 | $163,470 | $91,552+78.6% | $133,956+22.0% | $79,858+104.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 14.04% | 61.85%-47.8pp | 45.09%-31.0pp | 31.71%-17.7pp |
| Employer contribution / active EE | $7,497 | $2,384+214.5% | $3,919+91.3% | $2,471+203.4% |
| Participant deferral / active EE | $7,044 | $3,733+88.7% | $5,048+39.6% | $3,740+88.3% |
| Admin fee / account holder | $3,610 | $6,321-42.9% | $8,927-59.6% | $5,306-32.0% |