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 | $147,463 | $60,892+142.2% | $82,389+79.0% | $84,808+73.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.06% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $14,764 | $1,779+729.8% | $2,517+486.5% | $2,631+461.1% |
| Participant deferral / active EE | $11,151 | $3,179+250.8% | $4,155+168.4% | $4,212+164.8% |
| Admin fee / account holder | $784 | $5,467-85.7% | $7,231-89.2% | $7,344-89.3% |