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 9-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 | $174,054 | $101,724+71.1% | $164,813+5.6% | $80,856+115.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.16% | 16.72%+1.4pp | 69.93%-51.8pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,005 | $2,953+1.8% | $4,341-30.8% | $2,755+9.1% |
| Participant deferral / active EE | $6,429 | $4,477+43.6% | $6,031+6.6% | $4,296+49.7% |
| Admin fee / account holder | $22,307 | $8,227+171.1% | $12,690+75.8% | $6,918+222.5% |