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 | $166,321 | $77,503+114.6% | $100,391+65.7% | $80,856+105.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 37.20%-24.2pp | 49.20%-36.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,948 | $2,801+5.2% | $3,942-25.2% | $2,755+7.0% |
| Participant deferral / active EE | $12,282 | $6,820+80.1% | $8,082+52.0% | $4,296+185.9% |
| Admin fee / account holder | $18,369 | $5,897+211.5% | $7,899+132.5% | $6,918+165.5% |