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 | $158,027 | $84,233+87.6% | $170,442-7.3% | $70,131+125.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.99% | 23.06%-9.1pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $6,705 | $3,387+98.0% | $5,433+23.4% | $2,342+186.2% |
| Participant deferral / active EE | $5,517 | $3,086+78.8% | $4,939+11.7% | $3,332+65.6% |
| Admin fee / account holder | $1,211 | $5,698-78.8% | $13,880-91.3% | $4,645-73.9% |