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 | $159,770 | $95,803+66.8% | $113,168+41.2% | $84,808+88.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.82% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $8,308 | $2,360+252.0% | $2,975+179.2% | $2,631+215.8% |
| Participant deferral / active EE | $8,213 | $4,242+93.6% | $5,107+60.8% | $4,212+95.0% |
| Admin fee / account holder | $17,788 | $8,989+97.9% | $12,068+47.4% | $7,344+142.2% |