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 | $146,079 | $74,927+95.0% | $101,794+43.5% | $84,808+72.2% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.11% | 18.70%+2.4pp | 30.53%-9.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $7,516 | $1,522+393.9% | $2,289+228.4% | $2,631+185.7% |
| Participant deferral / active EE | $7,562 | $3,099+144.0% | $4,084+85.2% | $4,212+79.6% |
| Admin fee / account holder | $7,010 | $6,514+7.6% | $8,777-20.1% | $7,344-4.5% |