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 | $166,520 | $81,248+105.0% | $155,509+7.1% | $80,856+105.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.36% | 33.31%-15.9pp | 64.67%-47.3pp | 35.59%-18.2pp |
| Employer contribution / active EE | $6,544 | $3,100+111.1% | $4,672+40.1% | $2,755+137.6% |
| Participant deferral / active EE | $5,451 | $3,452+57.9% | $5,626-3.1% | $4,296+26.9% |
| Admin fee / account holder | $6,462 | $7,997-19.2% | $15,912-59.4% | $6,918-6.6% |