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 | $162,754 | $83,477+95.0% | $125,175+30.0% | $72,985+123.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 22.62% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $11,808 | $2,345+403.5% | $3,865+205.5% | $2,440+384.0% |
| Participant deferral / active EE | $7,728 | $3,585+115.5% | $4,937+56.5% | $3,607+114.2% |
| Admin fee / account holder | $9,823 | $5,517+78.0% | $9,702+1.3% | $5,124+91.7% |