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 | $148,938 | $109,881+35.5% | $150,045-0.7% | $84,808+75.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.13% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $9,022 | $3,561+153.3% | $4,693+92.2% | $2,631+242.9% |
| Participant deferral / active EE | $11,118 | $6,636+67.5% | $7,997+39.0% | $4,212+164.0% |
| Admin fee / account holder | $5,713 | $8,568-33.3% | $13,435-57.5% | $7,344-22.2% |