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 | $186,270 | $80,717+130.8% | $154,803+20.3% | $84,808+119.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.83% | 37.96%-19.1pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,571 | $2,761+138.0% | $4,305+52.6% | $2,631+149.8% |
| Participant deferral / active EE | $8,539 | $3,303+158.5% | $5,540+54.1% | $4,212+102.8% |
| Admin fee / account holder | $1,897 | $6,746-71.9% | $14,329-86.8% | $7,344-74.2% |