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 | $162,021 | $132,049+22.7% | $200,582-19.2% | $74,304+118.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 15.72% | 22.22%-6.5pp | 42.33%-26.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $8,779 | $4,558+92.6% | $6,419+36.8% | $2,241+291.7% |
| Participant deferral / active EE | $9,697 | $7,213+34.4% | $9,331+3.9% | $3,767+157.4% |
| Admin fee / account holder | $60,655 | $2,405+2422.4% | $16,305+272.0% | $2,969+1943.1% |