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 | $169,649 | $80,717+110.2% | $154,803+9.6% | $84,808+100.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.76% | 37.96%-21.2pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $5,863 | $2,761+112.3% | $4,305+36.2% | $2,631+122.8% |
| Participant deferral / active EE | $4,984 | $3,303+50.9% | $5,540-10.0% | $4,212+18.3% |
| Admin fee / account holder | $7,592 | $6,746+12.6% | $14,329-47.0% | $7,344+3.4% |