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 | $144,721 | $93,571+54.7% | $135,903+6.5% | $75,163+92.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.57% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $6,205 | $3,537+75.5% | $4,856+27.8% | $2,670+132.4% |
| Participant deferral / active EE | $10,896 | $6,404+70.1% | $7,758+40.5% | $4,125+164.1% |
| Admin fee / account holder | $7,422 | $6,975+6.4% | $10,762-31.0% | $5,651+31.3% |