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 | $161,917 | $127,065+27.4% | $113,168+43.1% | $142,382+13.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.63% | 24.03%-10.4pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $16,449 | $3,442+377.9% | $2,975+452.9% | $4,299+282.6% |
| Participant deferral / active EE | $13,222 | $5,716+131.3% | $5,107+158.9% | $6,507+103.2% |
| Admin fee / account holder | $654 | $15,736-95.8% | $12,068-94.6% | $12,624-94.8% |