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 | $157,978 | $84,233+87.5% | $170,442-7.3% | $70,131+125.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 20.59% | 23.06%-2.5pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $6,704 | $3,387+97.9% | $5,433+23.4% | $2,342+186.2% |
| Participant deferral / active EE | $5,941 | $3,086+92.5% | $4,939+20.3% | $3,332+78.3% |
| Admin fee / account holder | $2,447 | $5,698-57.0% | $13,880-82.4% | $4,645-47.3% |