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 | $151,125 | $125,758+20.2% | $169,993-11.1% | $75,163+101.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.76% | 27.20%-7.4pp | 53.37%-33.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,350 | $4,615-27.4% | $6,785-50.6% | $2,670+25.5% |
| Participant deferral / active EE | $6,621 | $6,837-3.2% | $10,408-36.4% | $4,125+60.5% |
| Admin fee / account holder | $1,646 | $8,173-79.9% | $12,815-87.2% | $5,651-70.9% |