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 | $148,289 | $77,634+91.0% | $156,549-5.3% | $62,891+135.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.59% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $6,789 | $3,444+97.2% | $5,501+23.4% | $2,281+197.7% |
| Participant deferral / active EE | $7,257 | $3,045+138.3% | $4,871+49.0% | $3,203+126.6% |
| Admin fee / account holder | $19,919 | $5,561+258.2% | $13,027+52.9% | $4,296+363.7% |