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 | $204,408 | $148,978+37.2% | $200,582+1.9% | $84,808+141.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.32% | 28.16%-9.8pp | 42.33%-24.0pp | 40.90%-22.6pp |
| Employer contribution / active EE | $13,929 | $4,815+189.3% | $6,419+117.0% | $2,631+429.4% |
| Participant deferral / active EE | $12,354 | $7,142+73.0% | $9,331+32.4% | $4,212+193.3% |
| Admin fee / account holder | $11,973 | $13,977-14.3% | $16,305-26.6% | $7,344+63.0% |