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 | $142,037 | $74,927+89.6% | $101,794+39.5% | $84,808+67.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.14% | 18.70%+2.4pp | 30.53%-9.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $4,017 | $1,522+164.0% | $2,289+75.5% | $2,631+52.7% |
| Participant deferral / active EE | $8,892 | $3,099+186.9% | $4,084+117.7% | $4,212+111.1% |
| Admin fee / account holder | $697 | $6,514-89.3% | $8,777-92.1% | $7,344-90.5% |