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 | $113,535 | $48,046+136.3% | $84,611+34.2% | $72,985+55.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.69% | 37.38%-17.7pp | 258.74%-239.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $4,625 | $1,602+188.7% | $2,652+74.4% | $2,440+89.5% |
| Participant deferral / active EE | $3,372 | $2,680+25.8% | $3,899-13.5% | $3,607-6.5% |
| Admin fee / account holder | $730 | $3,395-78.5% | $4,912-85.1% | $5,124-85.8% |