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 | $172,063 | $109,881+56.6% | $150,045+14.7% | $84,808+102.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.09% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,523 | $3,561-29.2% | $4,693-46.2% | $2,631-4.1% |
| Participant deferral / active EE | $12,341 | $6,636+86.0% | $7,997+54.3% | $4,212+193.0% |
| Admin fee / account holder | $10,904 | $8,568+27.3% | $13,435-18.8% | $7,344+48.5% |