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 | $182,943 | $80,717+126.6% | $154,803+18.2% | $84,808+115.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.89% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $7,371 | $2,761+166.9% | $4,305+71.2% | $2,631+180.2% |
| Participant deferral / active EE | $4,257 | $3,303+28.9% | $5,540-23.2% | $4,212+1.1% |
| Admin fee / account holder | $17,395 | $6,746+157.9% | $14,329+21.4% | $7,344+136.9% |