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 | $188,870 | $80,717+134.0% | $154,803+22.0% | $84,808+122.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.16% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $12,687 | $2,761+359.4% | $4,305+194.7% | $2,631+382.2% |
| Participant deferral / active EE | $7,145 | $3,303+116.3% | $5,540+29.0% | $4,212+69.7% |
| Admin fee / account holder | $3,056 | $6,746-54.7% | $14,329-78.7% | $7,344-58.4% |