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 9-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 | $174,045 | $104,974+65.8% | $95,585+82.1% | $142,382+22.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.03% | 210.33%-199.3pp | 38.56%-27.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,490 | $2,779+61.6% | $2,527+77.7% | $4,299+4.5% |
| Participant deferral / active EE | $7,900 | $4,352+81.5% | $4,023+96.4% | $6,507+21.4% |
| Admin fee / account holder | $1,244 | $6,386-80.5% | $6,127-79.7% | $12,624-90.1% |