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 | $159,724 | $98,750+61.7% | $149,696+6.7% | $79,858+100.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.38% | 27.43%-12.0pp | 276.60%-261.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,690 | $3,216+14.7% | $4,644-20.5% | $2,471+49.4% |
| Participant deferral / active EE | $10,590 | $5,680+86.4% | $6,842+54.8% | $3,740+183.2% |
| Admin fee / account holder | $4,172 | $6,053-31.1% | $9,309-55.2% | $5,306-21.4% |