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 | $172,641 | $80,717+113.9% | $154,803+11.5% | $84,808+103.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.66% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $8,441 | $2,761+205.7% | $4,305+96.0% | $2,631+220.8% |
| Participant deferral / active EE | $6,897 | $3,303+108.8% | $5,540+24.5% | $4,212+63.8% |
| Admin fee / account holder | $3,791 | $6,746-43.8% | $14,329-73.5% | $7,344-48.4% |