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 | $164,636 | $96,965+69.8% | $97,995+68.0% | $147,584+11.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 19.20% | 24.11%-4.9pp | 23.94%-4.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,362 | $4,536-47.9% | $4,158-43.2% | $4,876-51.6% |
| Participant deferral / active EE | $10,040 | $5,081+97.6% | $5,097+97.0% | $5,439+84.6% |
| Admin fee / account holder | $5,587 | $8,120-31.2% | $5,943-6.0% | $10,885-48.7% |