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 | $169,769 | $72,277+134.9% | $101,248+67.7% | $79,858+112.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.68% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $7,486 | $2,692+178.1% | $3,660+104.6% | $2,471+203.0% |
| Participant deferral / active EE | $10,591 | $3,282+222.7% | $4,370+142.3% | $3,740+183.2% |
| Admin fee / account holder | $4,429 | $4,400+0.7% | $5,945-25.5% | $5,306-16.5% |