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 3-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 | $148,770 | $214,378-30.6% | $200,582-25.8% | $142,382+4.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.92% | 46.41%-34.5pp | 42.33%-30.4pp | 217.08%-205.2pp |
| Employer contribution / active EE | $17,625 | $6,841+157.6% | $6,419+174.6% | $4,299+310.0% |
| Participant deferral / active EE | $46,000 | $9,865+366.3% | $9,331+393.0% | $6,507+606.9% |
| Admin fee / account holder | $5,571 | $17,692-68.5% | $16,305-65.8% | $12,624-55.9% |