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 | $138,516 | $93,571+48.0% | $135,903+1.9% | $75,163+84.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.77% | 30.90%-10.1pp | 68.23%-47.5pp | 160.62%-139.8pp |
| Employer contribution / active EE | $6,332 | $3,537+79.0% | $4,856+30.4% | $2,670+137.2% |
| Participant deferral / active EE | $14,402 | $6,404+124.9% | $7,758+85.6% | $4,125+249.1% |
| Admin fee / account holder | $7,686 | $6,975+10.2% | $10,762-28.6% | $5,651+36.0% |