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 | $158,825 | $114,381+38.9% | $107,525+47.7% | $142,382+11.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.55% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $9,167 | $4,015+128.4% | $3,754+144.2% | $4,299+113.2% |
| Participant deferral / active EE | $6,822 | $5,564+22.6% | $5,116+33.4% | $6,507+4.8% |
| Admin fee / account holder | $2,851 | $9,860-71.1% | $8,919-68.0% | $12,624-77.4% |