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 | $112,176 | $89,355+25.5% | $141,162-20.5% | $72,985+53.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.37% | 111.85%-88.5pp | 71.39%-48.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $3,327 | $3,114+6.8% | $4,735-29.7% | $2,440+36.4% |
| Participant deferral / active EE | $7,790 | $5,418+43.8% | $6,709+16.1% | $3,607+115.9% |
| Admin fee / account holder | $15,094 | $5,958+153.3% | $10,261+47.1% | $5,124+194.6% |