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 | $179,080 | $109,413+63.7% | $156,263+14.6% | $84,808+111.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,894 | $2,907+34.0% | $4,333-10.1% | $2,631+48.0% |
| Participant deferral / active EE | $11,808 | $4,590+157.3% | $6,158+91.7% | $4,212+180.4% |
| Admin fee / account holder | $5,986 | $9,357-36.0% | $14,255-58.0% | $7,344-18.5% |