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 | $173,806 | $180,028-3.5% | $138,135+25.8% | $158,922+9.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 13.88% | 21.68%-7.8pp | 20.51%-6.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $12,122 | $7,470+62.3% | $5,587+117.0% | $4,761+154.6% |
| Participant deferral / active EE | $18,665 | $7,717+141.9% | $6,431+190.2% | $5,982+212.0% |
| Admin fee / account holder | $37,491 | $17,912+109.3% | $11,856+216.2% | $11,246+233.4% |