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 | $173,508 | $109,881+57.9% | $150,045+15.6% | $84,808+104.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $9,449 | $3,561+165.3% | $4,693+101.3% | $2,631+259.2% |
| Participant deferral / active EE | $11,498 | $6,636+73.3% | $7,997+43.8% | $4,212+173.0% |
| Admin fee / account holder | $37,378 | $8,568+336.3% | $13,435+178.2% | $7,344+409.0% |