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 | $152,748 | $67,606+125.9% | $82,313+85.6% | $70,131+117.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.62% | 21.57%-2.9pp | 25.88%-7.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $9,898 | $1,755+464.1% | $2,428+307.6% | $2,342+322.6% |
| Participant deferral / active EE | $4,856 | $2,987+62.6% | $3,706+31.0% | $3,332+45.7% |
| Admin fee / account holder | $3,464 | $4,512-23.2% | $5,608-38.2% | $4,645-25.4% |