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 | $150,645 | $72,492+107.8% | $87,100+73.0% | $72,985+106.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.04% | 24.46%-6.4pp | 28.19%-10.2pp | 81.00%-63.0pp |
| Employer contribution / active EE | $6,770 | $1,894+257.5% | $2,521+168.5% | $2,440+177.5% |
| Participant deferral / active EE | $9,242 | $3,270+182.7% | $4,049+128.3% | $3,607+156.2% |
| Admin fee / account holder | $2,408 | $5,055-52.4% | $7,497-67.9% | $5,124-53.0% |