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 | $163,163 | $81,460+100.3% | $103,333+57.9% | $80,856+101.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.08% | 25.55%-11.5pp | 24.88%-10.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,522 | $3,105+77.8% | $3,868+42.8% | $2,755+100.5% |
| Participant deferral / active EE | $8,989 | $3,869+132.4% | $5,057+77.7% | $4,296+109.3% |
| Admin fee / account holder | $6,079 | $6,566-7.4% | $8,355-27.2% | $6,918-12.1% |