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 | $151,260 | $68,547+120.7% | $120,354+25.7% | $80,856+87.1% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 13.63% | 23.60%-10.0pp | 107.15%-93.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $4,836 | $2,051+135.7% | $3,463+39.7% | $2,755+75.5% |
| Participant deferral / active EE | $6,583 | $3,173+107.4% | $4,991+31.9% | $4,296+53.2% |
| Admin fee / account holder | $13,089 | $5,732+128.4% | $9,423+38.9% | $6,918+89.2% |