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 | $165,874 | $98,750+68.0% | $149,696+10.8% | $79,858+107.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.84% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $5,492 | $3,216+70.7% | $4,644+18.2% | $2,471+122.3% |
| Participant deferral / active EE | $9,027 | $5,680+58.9% | $6,842+31.9% | $3,740+141.4% |
| Admin fee / account holder | $2,847 | $6,053-53.0% | $9,309-69.4% | $5,306-46.4% |