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 | $184,717 | $118,450+55.9% | $98,439+87.6% | $139,434+32.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 18.94%+1.3pp | 21.16%-1.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $2,932 | $3,609-18.8% | $3,048-3.8% | $4,751-38.3% |
| Participant deferral / active EE | $8,616 | $5,392+59.8% | $4,738+81.9% | $6,710+28.4% |
| Admin fee / account holder | $751 | $14,026-94.6% | $8,948-91.6% | $11,403-93.4% |