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 | $150,454 | $51,576+191.7% | $129,207+16.4% | $80,856+86.1% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 20.15% | 20.81%-0.7pp | 9417.33%-9397.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $2,100 | $1,584+32.6% | $4,153-49.4% | $2,755-23.8% |
| Participant deferral / active EE | $5,118 | $2,669+91.8% | $4,168+22.8% | $4,296+19.1% |
| Admin fee / account holder | $2,824 | $4,305-34.4% | $7,715-63.4% | $6,918-59.2% |