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 | $176,333 | $80,717+118.5% | $154,803+13.9% | $84,808+107.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.82% | 37.96%-17.1pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $7,898 | $2,761+186.0% | $4,305+83.4% | $2,631+200.2% |
| Participant deferral / active EE | $4,814 | $3,303+45.7% | $5,540-13.1% | $4,212+14.3% |
| Admin fee / account holder | $2,084 | $6,746-69.1% | $14,329-85.5% | $7,344-71.6% |