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 | $162,413 | $79,449+104.4% | $189,557-14.3% | $85,850+89.2% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 14.88% | 18.45%-3.6pp | 64.17%-49.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,759 | $2,081+32.6% | $4,412-37.5% | $2,565+7.6% |
| Participant deferral / active EE | $6,610 | $4,051+63.2% | $6,174+7.1% | $3,952+67.3% |
| Admin fee / account holder | $3,752 | $5,377-30.2% | $9,807-61.7% | $6,260-40.1% |