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 | $164,705 | $94,625+74.1% | $116,228+41.7% | $84,808+94.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 15.02% | 20.40%-5.4pp | 90.06%-75.0pp | 40.90%-25.9pp |
| Employer contribution / active EE | $4,258 | $2,347+81.5% | $2,994+42.2% | $2,631+61.9% |
| Participant deferral / active EE | $6,551 | $3,972+64.9% | $4,953+32.3% | $4,212+55.6% |
| Admin fee / account holder | $623 | $10,091-93.8% | $11,989-94.8% | $7,344-91.5% |