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 | $178,951 | $65,365+173.8% | $92,893+92.6% | $72,985+145.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 20.18% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $5,983 | $2,594+130.7% | $3,653+63.8% | $2,440+145.2% |
| Participant deferral / active EE | $6,169 | $3,128+97.2% | $4,236+45.6% | $3,607+71.0% |
| Admin fee / account holder | $1,328 | $4,251-68.8% | $5,794-77.1% | $5,124-74.1% |