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 | $184,511 | $118,427+55.8% | $66,042+179.4% | $142,382+29.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 13.98% | 35.57%-21.6pp | 52.11%-38.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,705 | $2,570+5.3% | $1,579+71.3% | $4,299-37.1% |
| Participant deferral / active EE | $3,105 | $4,311-28.0% | $2,835+9.5% | $6,507-52.3% |
| Admin fee / account holder | $12,656 | $9,593+31.9% | $5,747+120.2% | $12,624+0.3% |