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 | $170,113 | $67,411+152.4% | $91,001+86.9% | $70,131+142.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.19% | -40.16%+55.4pp | 4.60%+10.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $10,280 | $1,786+475.6% | $2,456+318.6% | $2,342+338.9% |
| Participant deferral / active EE | $8,485 | $2,823+200.6% | $3,547+139.2% | $3,332+154.7% |
| Admin fee / account holder | $13,086 | $4,236+208.9% | $5,417+141.6% | $4,645+181.7% |