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 | $154,579 | $80,717+91.5% | $154,803-0.1% | $84,808+82.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.31% | 37.96%-24.6pp | 58.88%-45.6pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,728 | $2,761-1.2% | $4,305-36.6% | $2,631+3.7% |
| Participant deferral / active EE | $6,302 | $3,303+90.8% | $5,540+13.7% | $4,212+49.6% |
| Admin fee / account holder | $67,419 | $6,746+899.4% | $14,329+370.5% | $7,344+818.0% |