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 | $174,478 | $125,758+38.7% | $169,993+2.6% | $75,163+132.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.17% | 27.20%-11.0pp | 53.37%-37.2pp | 160.62%-144.5pp |
| Employer contribution / active EE | $5,161 | $4,615+11.8% | $6,785-23.9% | $2,670+93.3% |
| Participant deferral / active EE | $12,182 | $6,837+78.2% | $10,408+17.0% | $4,125+195.3% |
| Admin fee / account holder | $21,920 | $8,173+168.2% | $12,815+71.0% | $5,651+287.9% |