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 | $194,234 | $59,101+228.6% | $77,163+151.7% | $75,163+158.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 18.27% | 26.71%-8.4pp | 37.87%-19.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $4,973 | $1,995+149.2% | $2,535+96.2% | $2,670+86.3% |
| Participant deferral / active EE | $4,501 | $2,999+50.1% | $3,833+17.4% | $4,125+9.1% |
| Admin fee / account holder | $3,936 | $4,774-17.6% | $5,472-28.1% | $5,651-30.3% |