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 | $158,464 | $71,050+123.0% | $93,606+69.3% | $80,856+96.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 18.70% | 11.26%+7.4pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,729 | $1,564+10.6% | $2,420-28.6% | $2,755-37.2% |
| Participant deferral / active EE | $3,831 | $4,034-5.0% | $4,411-13.2% | $4,296-10.8% |
| Admin fee / account holder | $563 | $6,945-91.9% | $8,285-93.2% | $6,918-91.9% |