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 | $192,846 | $89,753+114.9% | $107,525+79.4% | $84,808+127.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.37% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $5,162 | $3,113+65.8% | $3,754+37.5% | $2,631+96.2% |
| Participant deferral / active EE | $12,415 | $4,056+206.1% | $5,116+142.7% | $4,212+194.8% |
| Admin fee / account holder | $15,798 | $7,222+118.7% | $8,919+77.1% | $7,344+115.1% |