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 | $152,034 | $110,257+37.9% | $96,544+57.5% | $139,434+9.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 17.66% | 26.32%-8.7pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $6,142 | $3,620+69.7% | $2,965+107.2% | $4,751+29.3% |
| Participant deferral / active EE | $9,884 | $5,548+78.2% | $4,851+103.8% | $6,710+47.3% |
| Admin fee / account holder | $2,212 | $11,591-80.9% | $8,252-73.2% | $11,403-80.6% |