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 | $225,425 | $107,452+109.8% | $91,541+146.3% | $142,382+58.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 15.51% | 22.06%-6.6pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $4,580 | $2,994+53.0% | $2,505+82.9% | $4,299+6.5% |
| Participant deferral / active EE | $13,500 | $4,754+184.0% | $4,008+236.8% | $6,507+107.5% |
| Admin fee / account holder | $4,934 | $8,834-44.2% | $6,956-29.1% | $12,624-60.9% |