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 | $170,625 | $56,053+204.4% | $75,972+124.6% | $80,856+111.0% |
| Participation rate | 98.0% | 62.0%+36.0pp | 69.1%+28.9pp | 67.6%+30.4pp |
| Annual return | 15.03% | 20.53%-5.5pp | 359.55%-344.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,327 | $1,874+24.2% | $2,685-13.3% | $2,755-15.5% |
| Participant deferral / active EE | $8,399 | $3,052+175.2% | $4,255+97.4% | $4,296+95.5% |
| Admin fee / account holder | $2,660 | $5,234-49.2% | $6,467-58.9% | $6,918-61.6% |