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 5-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 | $150,208 | $77,314+94.3% | $177,989-15.6% | $80,856+85.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 15.55% | 18.09%-2.5pp | 294.48%-278.9pp | 35.59%-20.0pp |
| Employer contribution / active EE | $5,799 | $2,292+153.0% | $3,949+46.9% | $2,755+110.5% |
| Participant deferral / active EE | $9,352 | $4,411+112.0% | $6,276+49.0% | $4,296+117.7% |
| Admin fee / account holder | $23,279 | $7,191+223.7% | $10,363+124.6% | $6,918+236.5% |