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 9-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 | $156,504 | $81,248+92.6% | $155,509+0.6% | $80,856+93.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.39% | 33.31%-18.9pp | 64.67%-50.3pp | 35.59%-21.2pp |
| Employer contribution / active EE | $6,657 | $3,100+114.7% | $4,672+42.5% | $2,755+141.6% |
| Participant deferral / active EE | $5,689 | $3,452+64.8% | $5,626+1.1% | $4,296+32.4% |
| Admin fee / account holder | $761 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |