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 | $179,197 | $109,881+63.1% | $150,045+19.4% | $84,808+111.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.64% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $9,411 | $3,561+164.3% | $4,693+100.5% | $2,631+257.7% |
| Participant deferral / active EE | $6,156 | $6,636-7.2% | $7,997-23.0% | $4,212+46.2% |
| Admin fee / account holder | $3,444 | $8,568-59.8% | $13,435-74.4% | $7,344-53.1% |