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 | $188,264 | $80,717+133.2% | $154,803+21.6% | $84,808+122.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.90% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,867 | $2,761+221.1% | $4,305+105.9% | $2,631+237.0% |
| Participant deferral / active EE | $5,584 | $3,303+69.0% | $5,540+0.8% | $4,212+32.6% |
| Admin fee / account holder | $2,560 | $6,746-62.1% | $14,329-82.1% | $7,344-65.1% |