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 5-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 | $172,063 | $80,673+113.3% | $101,326+69.8% | $84,808+102.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 19.79% | 38.95%-19.2pp | 36.82%-17.0pp | 40.90%-21.1pp |
| Employer contribution / active EE | $13,197 | $2,698+389.2% | $3,665+260.1% | $2,631+401.6% |
| Participant deferral / active EE | $13,866 | $6,840+102.7% | $7,994+73.5% | $4,212+229.2% |
| Admin fee / account holder | $823 | $12,784-93.6% | $11,185-92.6% | $7,344-88.8% |