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 | $156,892 | $103,966+50.9% | $112,887+39.0% | $75,163+108.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 15.70% | 24.54%-8.8pp | 34.10%-18.4pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7,328 | $3,870+89.3% | $4,563+60.6% | $2,670+174.5% |
| Participant deferral / active EE | $3,611 | $5,456-33.8% | $6,513-44.6% | $4,125-12.5% |
| Admin fee / account holder | $8,161 | $7,663+6.5% | $7,047+15.8% | $5,651+44.4% |