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 | $139,926 | $73,933+89.3% | $96,683+44.7% | $75,163+86.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.40% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $6,148 | $2,928+110.0% | $3,737+64.5% | $2,670+130.3% |
| Participant deferral / active EE | $8,790 | $3,659+140.3% | $4,878+80.2% | $4,125+113.1% |
| Admin fee / account holder | $26,748 | $5,216+412.8% | $6,730+297.5% | $5,651+373.3% |