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 | $147,155 | $93,571+57.3% | $135,903+8.3% | $75,163+95.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.2pp |
| Employer contribution / active EE | $5,513 | $3,537+55.9% | $4,856+13.5% | $2,670+106.5% |
| Participant deferral / active EE | $11,081 | $6,404+73.0% | $7,758+42.8% | $4,125+168.6% |
| Admin fee / account holder | $5,919 | $6,975-15.1% | $10,762-45.0% | $5,651+4.8% |