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 | $162,281 | $113,339+43.2% | $94,993+70.8% | $147,584+10.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 21.32% | 20.77%+0.6pp | 27.12%-5.8pp | 578.55%-557.2pp |
| Employer contribution / active EE | $17,561 | $3,160+455.6% | $2,603+574.5% | $4,876+260.1% |
| Participant deferral / active EE | $5,752 | $3,777+52.3% | $3,317+73.4% | $5,439+5.8% |
| Admin fee / account holder | $1,395 | $6,063-77.0% | $4,960-71.9% | $10,885-87.2% |