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 9-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 | $183,094 | $85,766+113.5% | $136,294+34.3% | $70,131+161.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.10% | 31.45%-16.4pp | 5155.94%-5140.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $9,868 | $2,966+232.7% | $4,695+110.2% | $2,342+321.3% |
| Participant deferral / active EE | $7,766 | $5,051+53.7% | $6,247+24.3% | $3,332+133.1% |
| Admin fee / account holder | $1,568 | $5,420-71.1% | $9,243-83.0% | $4,645-66.3% |