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 | $154,303 | $103,376+49.3% | $87,100+77.2% | $152,861+0.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.67% | 28.10%-8.4pp | 28.19%-8.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $4,967 | $3,220+54.2% | $2,521+97.0% | $4,762+4.3% |
| Participant deferral / active EE | $6,778 | $4,778+41.9% | $4,049+67.4% | $5,850+15.9% |
| Admin fee / account holder | $12,918 | $12,205+5.8% | $7,497+72.3% | $11,596+11.4% |