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 | $160,466 | $80,717+98.8% | $154,803+3.7% | $84,808+89.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.25% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $8,597 | $2,761+211.3% | $4,305+99.7% | $2,631+226.7% |
| Participant deferral / active EE | $3,738 | $3,303+13.2% | $5,540-32.5% | $4,212-11.2% |
| Admin fee / account holder | $7,978 | $6,746+18.3% | $14,329-44.3% | $7,344+8.6% |