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 | $152,065 | $87,841+73.1% | $133,980+13.5% | $62,891+141.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 9.04% | 12.05%-3.0pp | 29.30%-20.3pp | 20.14%-11.1pp |
| Employer contribution / active EE | $8,456 | $3,483+142.8% | $5,211+62.3% | $2,281+270.7% |
| Participant deferral / active EE | $4,824 | $4,812+0.3% | $6,282-23.2% | $3,203+50.6% |
| Admin fee / account holder | $445 | $5,371-91.7% | $9,324-95.2% | $4,296-89.6% |