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 | $173,475 | $89,753+93.3% | $107,525+61.3% | $84,808+104.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.88% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $9,317 | $3,113+199.3% | $3,754+148.2% | $2,631+254.1% |
| Participant deferral / active EE | $10,705 | $4,056+163.9% | $5,116+109.3% | $4,212+154.2% |
| Admin fee / account holder | $14,668 | $7,222+103.1% | $8,919+64.5% | $7,344+99.7% |