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 | $164,147 | $104,974+56.4% | $95,585+71.7% | $142,382+15.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.41% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,908 | $2,779-31.3% | $2,527-24.5% | $4,299-55.6% |
| Participant deferral / active EE | $6,929 | $4,352+59.2% | $4,023+72.3% | $6,507+6.5% |
| Admin fee / account holder | $9,451 | $6,386+48.0% | $6,127+54.2% | $12,624-25.1% |