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 | $142,371 | $89,753+58.6% | $107,525+32.4% | $84,808+67.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.43% | 29.48%-16.0pp | 181.32%-167.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $13,513 | $3,113+334.0% | $3,754+260.0% | $2,631+413.6% |
| Participant deferral / active EE | $7,037 | $4,056+73.5% | $5,116+37.6% | $4,212+67.1% |
| Admin fee / account holder | $4,891 | $7,222-32.3% | $8,919-45.2% | $7,344-33.4% |