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 | $169,416 | $76,367+121.8% | $93,606+81.0% | $72,985+132.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.50% | 25.82%-5.3pp | 32.76%-12.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $3,350 | $2,275+47.2% | $2,718+23.3% | $2,440+37.3% |
| Participant deferral / active EE | $6,517 | $3,538+84.2% | $4,069+60.2% | $3,607+80.6% |
| Admin fee / account holder | $30,475 | $6,838+345.7% | $7,888+286.3% | $5,124+494.7% |