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 10-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 | $161,397 | $102,616+57.3% | $81,983+96.9% | $158,922+1.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 8.75% | 61.04%-52.3pp | 41.31%-32.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $5,110 | $3,240+57.7% | $2,498+104.6% | $4,761+7.3% |
| Participant deferral / active EE | $14,733 | $4,648+217.0% | $3,722+295.8% | $5,982+146.3% |
| Admin fee / account holder | $8,526 | $8,235+3.5% | $5,664+50.5% | $11,246-24.2% |