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 5-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 | $166,991 | $80,717+106.9% | $154,803+7.9% | $84,808+96.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.96% | 37.96%-15.0pp | 58.88%-35.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $12,954 | $2,761+369.1% | $4,305+200.9% | $2,631+392.4% |
| Participant deferral / active EE | $21,956 | $3,303+564.7% | $5,540+296.3% | $4,212+421.3% |
| Admin fee / account holder | $9,669 | $6,746+43.3% | $14,329-32.5% | $7,344+31.7% |