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 | $147,664 | $80,968+82.4% | $96,544+53.0% | $75,163+96.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.92% | 27.06%-5.1pp | 25.84%-3.9pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,032 | $2,282-54.8% | $2,965-65.2% | $2,670-61.4% |
| Participant deferral / active EE | $7,083 | $3,928+80.3% | $4,851+46.0% | $4,125+71.7% |
| Admin fee / account holder | $18,893 | $6,724+181.0% | $8,252+128.9% | $5,651+234.3% |