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 | $122,834 | $63,346+93.9% | $92,233+33.2% | $70,131+75.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 17.59% | 530.12%-512.5pp | 176.28%-158.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $7,746 | $2,471+213.5% | $3,679+110.5% | $2,342+230.7% |
| Participant deferral / active EE | $3,638 | $2,854+27.5% | $3,897-6.6% | $3,332+9.2% |
| Admin fee / account holder | $22,753 | $3,840+492.5% | $5,194+338.1% | $4,645+389.8% |