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 | $184,006 | $77,634+137.0% | $156,549+17.5% | $62,891+192.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.02% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $14,175 | $3,444+311.6% | $5,501+157.7% | $2,281+521.5% |
| Participant deferral / active EE | $14,948 | $3,045+390.8% | $4,871+206.9% | $3,203+366.7% |
| Admin fee / account holder | $4,410 | $5,561-20.7% | $13,027-66.1% | $4,296+2.7% |