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 | $165,219 | $90,503+82.6% | $78,689+110.0% | $273,961-39.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.63% | 75.60%-69.0pp | 62.18%-55.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $20,315 | $3,176+539.7% | $2,851+612.6% | $4,869+317.2% |
| Participant deferral / active EE | $17,600 | $3,901+351.1% | $3,517+400.5% | $5,287+232.9% |
| Admin fee / account holder | $2,150 | $5,263-59.2% | $4,510-52.3% | $10,132-78.8% |