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 | $152,668 | $80,968+88.6% | $96,544+58.1% | $75,163+103.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.55% | 27.06%-11.5pp | 25.84%-10.3pp | 160.62%-145.1pp |
| Employer contribution / active EE | $4,714 | $2,282+106.6% | $2,965+59.0% | $2,670+76.6% |
| Participant deferral / active EE | $7,993 | $3,928+103.5% | $4,851+64.8% | $4,125+93.8% |
| Admin fee / account holder | $3,167 | $6,724-52.9% | $8,252-61.6% | $5,651-44.0% |