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 | $143,898 | $62,573+130.0% | $85,682+67.9% | $85,850+67.6% |
| Participation rate | 97.7% | 61.1%+36.5pp | 69.9%+27.8pp | 69.3%+28.4pp |
| Annual return | 11.99% | 23.77%-11.8pp | 21.49%-9.5pp | 318.53%-306.5pp |
| Employer contribution / active EE | $3,005 | $1,757+71.0% | $2,618+14.8% | $2,565+17.1% |
| Participant deferral / active EE | $8,573 | $2,802+205.9% | $3,923+118.6% | $3,952+117.0% |
| Admin fee / account holder | $1,404 | $4,640-69.7% | $6,873-79.6% | $6,260-77.6% |