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 | $167,792 | $81,460+106.0% | $103,333+62.4% | $80,856+107.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.76% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $6,927 | $3,105+123.1% | $3,868+79.1% | $2,755+151.5% |
| Participant deferral / active EE | $6,326 | $3,869+63.5% | $5,057+25.1% | $4,296+47.3% |
| Admin fee / account holder | $5,212 | $6,566-20.6% | $8,355-37.6% | $6,918-24.7% |