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 | $147,608 | $80,717+82.9% | $154,803-4.6% | $84,808+74.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.27% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,728 | $2,761+35.0% | $4,305-13.4% | $2,631+41.7% |
| Participant deferral / active EE | $6,423 | $3,303+94.5% | $5,540+15.9% | $4,212+52.5% |
| Admin fee / account holder | $5,268 | $6,746-21.9% | $14,329-63.2% | $7,344-28.3% |