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 | $177,161 | $71,050+149.3% | $93,606+89.3% | $80,856+119.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.38% | 11.26%+3.1pp | 133.20%-118.8pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,023 | $1,564+93.3% | $2,420+24.9% | $2,755+9.7% |
| Participant deferral / active EE | $6,443 | $4,034+59.7% | $4,411+46.1% | $4,296+50.0% |
| Admin fee / account holder | $9,919 | $6,945+42.8% | $8,285+19.7% | $6,918+43.4% |