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 | $170,507 | $54,762+211.4% | $90,281+88.9% | $72,985+133.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.20% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $14,085 | $2,092+573.1% | $2,854+393.4% | $2,440+477.3% |
| Participant deferral / active EE | $12,393 | $2,887+329.3% | $3,885+219.0% | $3,607+243.6% |
| Admin fee / account holder | $8,097 | $3,972+103.9% | $5,351+51.3% | $5,124+58.0% |