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 | $164,172 | $80,717+103.4% | $154,803+6.1% | $84,808+93.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.38% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,881 | $2,761+113.0% | $4,305+36.6% | $2,631+123.5% |
| Participant deferral / active EE | $6,455 | $3,303+95.4% | $5,540+16.5% | $4,212+53.3% |
| Admin fee / account holder | $7,456 | $6,746+10.5% | $14,329-48.0% | $7,344+1.5% |