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 | $172,695 | $111,301+55.2% | $112,977+52.9% | $158,922+8.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 12.79% | 26.40%-13.6pp | 24.24%-11.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $10,185 | $4,471+127.8% | $4,255+139.4% | $4,761+113.9% |
| Participant deferral / active EE | $8,598 | $5,880+46.2% | $5,836+47.3% | $5,982+43.7% |
| Admin fee / account holder | $52,995 | $8,392+531.5% | $6,294+742.0% | $11,246+371.2% |