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 7-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 | $159,627 | $94,625+68.7% | $116,228+37.3% | $84,808+88.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 19.46% | 20.40%-0.9pp | 90.06%-70.6pp | 40.90%-21.4pp |
| Employer contribution / active EE | $14,654 | $2,347+524.5% | $2,994+389.4% | $2,631+457.0% |
| Participant deferral / active EE | $23,990 | $3,972+504.0% | $4,953+384.3% | $4,212+469.6% |
| Admin fee / account holder | $1,422 | $10,091-85.9% | $11,989-88.1% | $7,344-80.6% |