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 4-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 | $177,032 | $94,338+87.7% | $100,534+76.1% | $142,382+24.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.38% | 29.20%-13.8pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $17,587 | $4,237+315.1% | $4,346+304.6% | $4,299+309.1% |
| Participant deferral / active EE | $14,524 | $5,934+144.8% | $6,144+136.4% | $6,507+123.2% |
| Admin fee / account holder | $22,884 | $8,421+171.7% | $7,654+199.0% | $12,624+81.3% |