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 | $153,334 | $102,605+49.4% | $145,661+5.3% | $84,808+80.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 16.47% | 26.50%-10.0pp | 101.46%-85.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,405 | $3,325+2.4% | $4,238-19.6% | $2,631+29.4% |
| Participant deferral / active EE | $13,779 | $5,750+139.6% | $7,198+91.4% | $4,212+227.2% |
| Admin fee / account holder | $2,774 | $8,758-68.3% | $12,466-77.7% | $7,344-62.2% |