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 | $184,980 | $89,355+107.0% | $141,162+31.0% | $72,985+153.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.90% | 111.85%-91.9pp | 71.39%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $3,572 | $3,114+14.7% | $4,735-24.6% | $2,440+46.4% |
| Participant deferral / active EE | $8,383 | $5,418+54.7% | $6,709+25.0% | $3,607+132.4% |
| Admin fee / account holder | $7,345 | $5,958+23.3% | $10,261-28.4% | $5,124+43.3% |