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 | $147,554 | $80,717+82.8% | $154,803-4.7% | $84,808+74.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.16% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $9,246 | $2,761+234.9% | $4,305+114.8% | $2,631+251.4% |
| Participant deferral / active EE | $6,751 | $3,303+104.4% | $5,540+21.9% | $4,212+60.3% |
| Admin fee / account holder | $30,176 | $6,746+347.3% | $14,329+110.6% | $7,344+310.9% |