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 | $154,982 | $91,552+69.3% | $133,956+15.7% | $79,858+94.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.36% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,784 | $2,384+16.8% | $3,919-29.0% | $2,471+12.7% |
| Participant deferral / active EE | $4,650 | $3,733+24.6% | $5,048-7.9% | $3,740+24.3% |
| Admin fee / account holder | $19,916 | $6,321+215.1% | $8,927+123.1% | $5,306+275.3% |