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 | $168,019 | $80,673+108.3% | $101,326+65.8% | $84,808+98.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.71% | 38.95%-19.2pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,175 | $2,698+17.7% | $3,665-13.4% | $2,631+20.7% |
| Participant deferral / active EE | $10,694 | $6,840+56.3% | $7,994+33.8% | $4,212+153.9% |
| Admin fee / account holder | $69,835 | $12,784+446.3% | $11,185+524.4% | $7,344+850.9% |