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 | $183,447 | $84,233+117.8% | $170,442+7.6% | $70,131+161.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 23.06%-6.6pp | 205.93%-189.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,350 | $3,387+87.5% | $5,433+16.9% | $2,342+171.1% |
| Participant deferral / active EE | $4,585 | $3,086+48.6% | $4,939-7.2% | $3,332+37.6% |
| Admin fee / account holder | $6,645 | $5,698+16.6% | $13,880-52.1% | $4,645+43.1% |