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 6-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 | $145,776 | $89,753+62.4% | $107,525+35.6% | $84,808+71.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.60% | 29.48%-14.9pp | 181.32%-166.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $6,783 | $3,113+117.8% | $3,754+80.7% | $2,631+157.8% |
| Participant deferral / active EE | $2,297 | $4,056-43.4% | $5,116-55.1% | $4,212-45.5% |
| Admin fee / account holder | $11,901 | $7,222+64.8% | $8,919+33.4% | $7,344+62.1% |