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 | $184,798 | $80,717+128.9% | $154,803+19.4% | $84,808+117.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.97% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,687 | $2,761+214.6% | $4,305+101.8% | $2,631+230.2% |
| Participant deferral / active EE | $5,384 | $3,303+63.0% | $5,540-2.8% | $4,212+27.8% |
| Admin fee / account holder | $3,706 | $6,746-45.1% | $14,329-74.1% | $7,344-49.5% |