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 | $157,353 | $89,355+76.1% | $141,162+11.5% | $72,985+115.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.55% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,959 | $3,114+59.2% | $4,735+4.7% | $2,440+103.3% |
| Participant deferral / active EE | $10,262 | $5,418+89.4% | $6,709+53.0% | $3,607+184.5% |
| Admin fee / account holder | $3,486 | $5,958-41.5% | $10,261-66.0% | $5,124-32.0% |