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 | $181,266 | $65,365+177.3% | $92,893+95.1% | $72,985+148.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.37% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $6,570 | $2,594+153.2% | $3,653+79.9% | $2,440+169.3% |
| Participant deferral / active EE | $7,429 | $3,128+137.5% | $4,236+75.4% | $3,607+106.0% |
| Admin fee / account holder | $1,377 | $4,251-67.6% | $5,794-76.2% | $5,124-73.1% |