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 | $149,039 | $107,452+38.7% | $91,541+62.8% | $142,382+4.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.24% | 22.06%-9.8pp | 20.50%-8.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,808 | $2,994-6.2% | $2,505+12.1% | $4,299-34.7% |
| Participant deferral / active EE | $7,068 | $4,754+48.7% | $4,008+76.4% | $6,507+8.6% |
| Admin fee / account holder | $60,921 | $8,834+589.6% | $6,956+775.7% | $12,624+382.6% |