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 | $162,040 | $77,899+108.0% | $149,673+8.3% | $75,163+115.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.74% | 31.72%-14.0pp | 134.42%-116.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,928 | $3,137+88.9% | $4,818+23.0% | $2,670+122.0% |
| Participant deferral / active EE | $4,983 | $3,411+46.1% | $5,680-12.3% | $4,125+20.8% |
| Admin fee / account holder | $9,319 | $5,956+56.5% | $13,210-29.5% | $5,651+64.9% |