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 | $181,696 | $81,460+123.1% | $103,333+75.8% | $80,856+124.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 29.55% | 25.55%+4.0pp | 24.88%+4.7pp | 35.59%-6.0pp |
| Employer contribution / active EE | $7,654 | $3,105+146.5% | $3,868+97.9% | $2,755+177.9% |
| Participant deferral / active EE | $8,999 | $3,869+132.6% | $5,057+77.9% | $4,296+109.5% |
| Admin fee / account holder | $4,148 | $6,566-36.8% | $8,355-50.4% | $6,918-40.0% |