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 | $129,992 | $77,899+66.9% | $149,673-13.1% | $75,163+72.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.71% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $8,048 | $3,137+156.5% | $4,818+67.0% | $2,670+201.4% |
| Participant deferral / active EE | $6,256 | $3,411+83.4% | $5,680+10.1% | $4,125+51.7% |
| Admin fee / account holder | $2,079 | $5,956-65.1% | $13,210-84.3% | $5,651-63.2% |