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 | $149,511 | $114,381+30.7% | $107,525+39.0% | $142,382+5.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 242.71%-225.3pp | 181.32%-163.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,377 | $4,015+33.9% | $3,754+43.2% | $4,299+25.1% |
| Participant deferral / active EE | $15,724 | $5,564+182.6% | $5,116+207.4% | $6,507+141.6% |
| Admin fee / account holder | $78,679 | $9,860+698.0% | $8,919+782.2% | $12,624+523.3% |