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 | $150,277 | $95,266+57.7% | $82,389+82.4% | $142,382+5.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.76% | 25.74%-5.0pp | 28.67%-7.9pp | 217.08%-196.3pp |
| Employer contribution / active EE | $7,169 | $2,991+139.7% | $2,517+184.8% | $4,299+66.7% |
| Participant deferral / active EE | $22,490 | $4,809+367.7% | $4,155+441.3% | $6,507+245.6% |
| Admin fee / account holder | $398 | $8,563-95.4% | $7,231-94.5% | $12,624-96.8% |