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 | $157,136 | $214,378-26.7% | $200,582-21.7% | $142,382+10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.79% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $11,641 | $6,841+70.2% | $6,419+81.4% | $4,299+170.8% |
| Participant deferral / active EE | $9,383 | $9,865-4.9% | $9,331+0.6% | $6,507+44.2% |
| Admin fee / account holder | $36,013 | $17,692+103.6% | $16,305+120.9% | $12,624+185.3% |