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 | $152,468 | $93,571+62.9% | $135,903+12.2% | $75,163+102.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.76% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $3,125 | $3,537-11.6% | $4,856-35.6% | $2,670+17.1% |
| Participant deferral / active EE | $9,000 | $6,404+40.5% | $7,758+16.0% | $4,125+118.2% |
| Admin fee / account holder | $20,562 | $6,975+194.8% | $10,762+91.1% | $5,651+263.9% |