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 | $173,310 | $148,978+16.3% | $200,582-13.6% | $84,808+104.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 24.52% | 28.16%-3.6pp | 42.33%-17.8pp | 40.90%-16.4pp |
| Employer contribution / active EE | $10,977 | $4,815+128.0% | $6,419+71.0% | $2,631+317.2% |
| Participant deferral / active EE | $13,656 | $7,142+91.2% | $9,331+46.3% | $4,212+224.2% |
| Admin fee / account holder | $517 | $13,977-96.3% | $16,305-96.8% | $7,344-93.0% |