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 | $165,837 | $81,248+104.1% | $155,509+6.6% | $80,856+105.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.09% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $4,558 | $3,100+47.0% | $4,672-2.4% | $2,755+65.5% |
| Participant deferral / active EE | $4,771 | $3,452+38.2% | $5,626-15.2% | $4,296+11.1% |
| Admin fee / account holder | $17,911 | $7,997+124.0% | $15,912+12.6% | $6,918+158.9% |