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 | $168,986 | $91,190+85.3% | $178,490-5.3% | $79,858+111.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.48% | 24.19%-11.7pp | 151.07%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,323 | $3,256+155.6% | $5,011+66.1% | $2,471+236.8% |
| Participant deferral / active EE | $4,031 | $3,236+24.6% | $5,202-22.5% | $3,740+7.8% |
| Admin fee / account holder | $6,609 | $6,751-2.1% | $13,984-52.7% | $5,306+24.5% |