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 | $163,868 | $57,541+184.8% | $95,745+71.2% | $75,163+118.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.57% | 34.93%-21.4pp | 28.35%-14.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $4,581 | $1,808+153.4% | $2,835+61.6% | $2,670+71.6% |
| Participant deferral / active EE | $5,659 | $3,074+84.1% | $4,245+33.3% | $4,125+37.2% |
| Admin fee / account holder | $9,268 | $4,099+126.1% | $5,678+63.2% | $5,651+64.0% |