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 | $181,104 | $69,207+161.7% | $64,056+182.7% | $139,434+29.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.45% | 45.88%-27.4pp | 33.69%-15.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $7,273 | $3,182+128.6% | $2,747+164.8% | $4,751+53.1% |
| Participant deferral / active EE | $4,226 | $4,682-9.7% | $3,880+8.9% | $6,710-37.0% |
| Admin fee / account holder | $3,588 | $4,244-15.5% | $3,068+16.9% | $11,403-68.5% |