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 | $153,292 | $93,571+63.8% | $135,903+12.8% | $75,163+103.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $4,448 | $3,537+25.8% | $4,856-8.4% | $2,670+66.6% |
| Participant deferral / active EE | $12,329 | $6,404+92.5% | $7,758+58.9% | $4,125+198.9% |
| Admin fee / account holder | $1,356 | $6,975-80.6% | $10,762-87.4% | $5,651-76.0% |