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 9-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 | $134,362 | $77,813+72.7% | $123,544+8.8% | $64,186+109.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.10% | 12.48%-3.4pp | 119.20%-110.1pp | 7.63%+1.5pp |
| Employer contribution / active EE | $4,761 | $3,014+58.0% | $4,628+2.9% | $2,381+100.0% |
| Participant deferral / active EE | $9,108 | $5,240+73.8% | $6,426+41.7% | $3,470+162.5% |
| Admin fee / account holder | $20,058 | $5,519+263.5% | $9,284+116.1% | $4,888+310.3% |