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 | $173,135 | $93,571+85.0% | $135,903+27.4% | $75,163+130.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.98% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $3,093 | $3,537-12.5% | $4,856-36.3% | $2,670+15.9% |
| Participant deferral / active EE | $9,136 | $6,404+42.7% | $7,758+17.8% | $4,125+121.5% |
| Admin fee / account holder | $6,817 | $6,975-2.3% | $10,762-36.7% | $5,651+20.6% |