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 5-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 | $158,571 | $214,378-26.0% | $200,582-20.9% | $142,382+11.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.83% | 46.41%-32.6pp | 42.33%-28.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $13,205 | $6,841+93.0% | $6,419+105.7% | $4,299+207.2% |
| Participant deferral / active EE | $16,216 | $9,865+64.4% | $9,331+73.8% | $6,507+149.2% |
| Admin fee / account holder | $601 | $17,692-96.6% | $16,305-96.3% | $12,624-95.2% |