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 | $180,589 | $109,881+64.4% | $150,045+20.4% | $84,808+112.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.91% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,115 | $3,561-12.5% | $4,693-33.6% | $2,631+18.4% |
| Participant deferral / active EE | $11,877 | $6,636+79.0% | $7,997+48.5% | $4,212+182.0% |
| Admin fee / account holder | $33,601 | $8,568+292.2% | $13,435+150.1% | $7,344+357.5% |