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 | $154,899 | $137,414+12.7% | $189,513-18.3% | $85,850+80.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.21% | 38.14%-24.9pp | 555.15%-541.9pp | 318.53%-305.3pp |
| Employer contribution / active EE | $4,818 | $4,344+10.9% | $6,162-21.8% | $2,565+87.8% |
| Participant deferral / active EE | $5,203 | $6,260-16.9% | $8,221-36.7% | $3,952+31.7% |
| Admin fee / account holder | $24,466 | $8,630+183.5% | $12,045+103.1% | $6,260+290.8% |