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 | $181,617 | $65,365+177.8% | $92,893+95.5% | $72,985+148.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 25.76% | 42.10%-16.3pp | 109.41%-83.7pp | 81.00%-55.2pp |
| Employer contribution / active EE | $3,852 | $2,594+48.5% | $3,653+5.5% | $2,440+57.9% |
| Participant deferral / active EE | $9,386 | $3,128+200.0% | $4,236+121.6% | $3,607+160.2% |
| Admin fee / account holder | $14,751 | $4,251+247.0% | $5,794+154.6% | $5,124+187.9% |