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 | $191,857 | $51,576+272.0% | $129,207+48.5% | $80,856+137.3% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 11.94% | 20.81%-8.9pp | 9417.33%-9405.4pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,552 | $1,584+124.3% | $4,153-14.5% | $2,755+28.9% |
| Participant deferral / active EE | $11,341 | $2,669+324.9% | $4,168+172.1% | $4,296+164.0% |
| Admin fee / account holder | $5,386 | $4,305+25.1% | $7,715-30.2% | $6,918-22.2% |