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 | $125,798 | $60,892+106.6% | $82,389+52.7% | $84,808+48.3% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.54% | 37.29%-18.7pp | 28.67%-10.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7,223 | $1,779+305.9% | $2,517+186.9% | $2,631+174.5% |
| Participant deferral / active EE | $2,102 | $3,179-33.9% | $4,155-49.4% | $4,212-50.1% |
| Admin fee / account holder | $17,539 | $5,467+220.8% | $7,231+142.6% | $7,344+138.8% |