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 | $174,994 | $58,512+199.1% | $84,015+108.3% | $72,985+139.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.92% | 28.93%-6.0pp | 71.31%-48.4pp | 81.00%-58.1pp |
| Employer contribution / active EE | $5,556 | $1,163+377.7% | $1,983+180.1% | $2,440+127.7% |
| Participant deferral / active EE | $3,520 | $2,394+47.1% | $3,239+8.7% | $3,607-2.4% |
| Admin fee / account holder | $1,217 | $4,569-73.4% | $6,101-80.1% | $5,124-76.3% |