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 | $162,088 | $104,974+54.4% | $95,585+69.6% | $142,382+13.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.35% | 210.33%-198.0pp | 38.56%-26.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $12,011 | $2,779+332.3% | $2,527+375.4% | $4,299+179.4% |
| Participant deferral / active EE | $6,504 | $4,352+49.5% | $4,023+61.7% | $6,5070% |
| Admin fee / account holder | $11,427 | $6,386+78.9% | $6,127+86.5% | $12,624-9.5% |