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 8-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 | $182,049 | $114,381+59.2% | $107,525+69.3% | $142,382+27.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.78% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $25,487 | $4,015+534.9% | $3,754+579.0% | $4,299+492.9% |
| Participant deferral / active EE | $13,533 | $5,564+143.2% | $5,116+164.5% | $6,507+108.0% |
| Admin fee / account holder | $23,454 | $9,860+137.9% | $8,919+163.0% | $12,624+85.8% |