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 | $150,095 | $109,881+36.6% | $150,0450% | $84,808+77.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.44% | 28.25%-4.8pp | 62.55%-39.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $5,862 | $3,561+64.6% | $4,693+24.9% | $2,631+122.8% |
| Participant deferral / active EE | $9,616 | $6,636+44.9% | $7,997+20.2% | $4,212+128.3% |
| Admin fee / account holder | $3,832 | $8,568-55.3% | $13,435-71.5% | $7,344-47.8% |