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 | $184,495 | $96,128+91.9% | $136,007+35.7% | $80,856+128.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.76% | 28.71%-7.9pp | 579.32%-558.6pp | 35.59%-14.8pp |
| Employer contribution / active EE | $8,524 | $3,351+154.4% | $4,217+102.2% | $2,755+209.4% |
| Participant deferral / active EE | $20,901 | $5,709+266.1% | $7,025+197.5% | $4,296+386.5% |
| Admin fee / account holder | $9,313 | $8,236+13.1% | $6,858+35.8% | $6,918+34.6% |