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 | $125,801 | $89,355+40.8% | $141,162-10.9% | $72,985+72.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.96% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $6,785 | $3,114+117.9% | $4,735+43.3% | $2,440+178.1% |
| Participant deferral / active EE | $8,765 | $5,418+61.8% | $6,709+30.6% | $3,607+143.0% |
| Admin fee / account holder | $3,999 | $5,958-32.9% | $10,261-61.0% | $5,124-22.0% |