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 | $173,219 | $89,355+93.9% | $141,162+22.7% | $72,985+137.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.47% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $7,237 | $3,114+132.4% | $4,735+52.8% | $2,440+196.6% |
| Participant deferral / active EE | $11,438 | $5,418+111.1% | $6,709+70.5% | $3,607+217.1% |
| Admin fee / account holder | $17,435 | $5,958+192.6% | $10,261+69.9% | $5,124+240.2% |