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 | $146,493 | $80,968+80.9% | $96,544+51.7% | $75,163+94.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.59% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.0pp |
| Employer contribution / active EE | $6,020 | $2,282+163.8% | $2,965+103.0% | $2,670+125.5% |
| Participant deferral / active EE | $8,186 | $3,928+108.4% | $4,851+68.7% | $4,125+98.4% |
| Admin fee / account holder | $11,489 | $6,724+70.9% | $8,252+39.2% | $5,651+103.3% |