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 | $158,763 | $81,248+95.4% | $155,509+2.1% | $80,856+96.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.39% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $7,901 | $3,100+154.8% | $4,672+69.1% | $2,755+186.8% |
| Participant deferral / active EE | $5,370 | $3,452+55.6% | $5,626-4.6% | $4,296+25.0% |
| Admin fee / account holder | $315 | $7,997-96.1% | $15,912-98.0% | $6,918-95.4% |