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 | $142,401 | $80,717+76.4% | $154,803-8.0% | $84,808+67.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.50% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $7,297 | $2,761+164.2% | $4,305+69.5% | $2,631+177.3% |
| Participant deferral / active EE | $6,841 | $3,303+107.1% | $5,540+23.5% | $4,212+62.4% |
| Admin fee / account holder | $11,671 | $6,746+73.0% | $14,329-18.6% | $7,344+58.9% |