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 | $150,517 | $91,552+64.4% | $133,956+12.4% | $79,858+88.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.88% | 61.85%-48.0pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,582 | $2,384+92.2% | $3,919+16.9% | $2,471+85.5% |
| Participant deferral / active EE | $8,823 | $3,733+136.3% | $5,048+74.8% | $3,740+135.9% |
| Admin fee / account holder | $1,901 | $6,321-69.9% | $8,927-78.7% | $5,306-64.2% |