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 3-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 | $161,288 | $109,881+46.8% | $150,045+7.5% | $84,808+90.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.13% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,579 | $3,561+28.6% | $4,693-2.4% | $2,631+74.1% |
| Participant deferral / active EE | $9,441 | $6,636+42.3% | $7,997+18.1% | $4,212+124.2% |
| Admin fee / account holder | $37,346 | $8,568+335.9% | $13,435+178.0% | $7,344+408.5% |