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 | $166,935 | $87,841+90.0% | $133,980+24.6% | $62,891+165.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 17.96% | 12.05%+5.9pp | 29.30%-11.3pp | 20.14%-2.2pp |
| Employer contribution / active EE | $5,067 | $3,483+45.5% | $5,211-2.8% | $2,281+122.2% |
| Participant deferral / active EE | $14,122 | $4,812+193.5% | $6,282+124.8% | $3,203+340.9% |
| Admin fee / account holder | $14,851 | $5,371+176.5% | $9,324+59.3% | $4,296+245.7% |