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 | $172,972 | $60,022+188.2% | $88,946+94.5% | $84,808+104.0% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 17.59% | 22.43%-4.8pp | 57.82%-40.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,373 | $1,703+98.1% | $2,555+32.0% | $2,631+28.2% |
| Participant deferral / active EE | $9,480 | $3,114+204.5% | $4,581+106.9% | $4,212+125.1% |
| Admin fee / account holder | $9,634 | $4,811+100.3% | $8,261+16.6% | $7,344+31.2% |