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 | $163,325 | $109,881+48.6% | $150,045+8.9% | $84,808+92.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.50% | 28.25%-9.7pp | 62.55%-44.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,800 | $3,561-21.4% | $4,693-40.3% | $2,631+6.4% |
| Participant deferral / active EE | $6,726 | $6,636+1.4% | $7,997-15.9% | $4,212+59.7% |
| Admin fee / account holder | $8,087 | $8,568-5.6% | $13,435-39.8% | $7,344+10.1% |