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 | $148,576 | $81,248+82.9% | $155,509-4.5% | $80,856+83.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.32% | 33.31%-22.0pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $6,734 | $3,100+117.2% | $4,672+44.1% | $2,755+144.5% |
| Participant deferral / active EE | $6,351 | $3,452+84.0% | $5,626+12.9% | $4,296+47.8% |
| Admin fee / account holder | $3,489 | $7,997-56.4% | $15,912-78.1% | $6,918-49.6% |