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 | $167,245 | $109,881+52.2% | $150,045+11.5% | $84,808+97.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.68% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,425 | $3,561-3.8% | $4,693-27.0% | $2,631+30.2% |
| Participant deferral / active EE | $4,141 | $6,636-37.6% | $7,997-48.2% | $4,212-1.7% |
| Admin fee / account holder | $75,249 | $8,568+778.3% | $13,435+460.1% | $7,344+924.7% |