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 | $169,003 | $135,952+24.3% | $123,892+36.4% | $273,961-38.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.04% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $11,085 | $5,170+114.4% | $4,617+140.1% | $4,869+127.7% |
| Participant deferral / active EE | $9,777 | $6,343+54.1% | $5,984+63.4% | $5,287+84.9% |
| Admin fee / account holder | $779 | $9,817-92.1% | $8,357-90.7% | $10,132-92.3% |