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 | $155,201 | $85,766+81.0% | $136,294+13.9% | $70,131+121.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.24% | 31.45%-16.2pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $7,147 | $2,966+141.0% | $4,695+52.2% | $2,342+205.1% |
| Participant deferral / active EE | $8,358 | $5,051+65.5% | $6,247+33.8% | $3,332+150.9% |
| Admin fee / account holder | $1,535 | $5,420-71.7% | $9,243-83.4% | $4,645-67.0% |