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 8-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 | $146,623 | $109,413+34.0% | $156,263-6.2% | $84,808+72.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 21.50% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $4,049 | $2,907+39.3% | $4,333-6.6% | $2,631+53.9% |
| Participant deferral / active EE | $9,702 | $4,590+111.4% | $6,158+57.5% | $4,212+130.4% |
| Admin fee / account holder | $2,570 | $9,357-72.5% | $14,255-82.0% | $7,344-65.0% |