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 | $184,669 | $109,413+68.8% | $156,263+18.2% | $84,808+117.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.52% | 20.18%-6.7pp | 59.47%-45.9pp | 40.90%-27.4pp |
| Employer contribution / active EE | $999 | $2,907-65.6% | $4,333-76.9% | $2,631-62.0% |
| Participant deferral / active EE | $7,072 | $4,590+54.1% | $6,158+14.8% | $4,212+67.9% |
| Admin fee / account holder | $10,457 | $9,357+11.8% | $14,255-26.6% | $7,344+42.4% |