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 | $166,994 | $85,766+94.7% | $136,294+22.5% | $70,131+138.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.61% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $10,835 | $2,966+265.3% | $4,695+130.8% | $2,342+362.5% |
| Participant deferral / active EE | $7,819 | $5,051+54.8% | $6,247+25.2% | $3,332+134.7% |
| Admin fee / account holder | $2,201 | $5,420-59.4% | $9,243-76.2% | $4,645-52.6% |