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 8-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 | $157,453 | $109,881+43.3% | $150,045+4.9% | $84,808+85.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.08% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $3,637 | $3,561+2.1% | $4,693-22.5% | $2,631+38.2% |
| Participant deferral / active EE | $13,701 | $6,636+106.5% | $7,997+71.3% | $4,212+225.3% |
| Admin fee / account holder | $4,655 | $8,568-45.7% | $13,435-65.4% | $7,344-36.6% |