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 | $155,529 | $109,881+41.5% | $150,045+3.7% | $84,808+83.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,806 | $3,561+6.9% | $4,693-18.9% | $2,631+44.6% |
| Participant deferral / active EE | $13,861 | $6,636+108.9% | $7,997+73.3% | $4,212+229.1% |
| Admin fee / account holder | $19,074 | $8,568+122.6% | $13,435+42.0% | $7,344+159.7% |