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 | $169,200 | $109,881+54.0% | $150,045+12.8% | $84,808+99.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.52% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,973 | $3,561+11.6% | $4,693-15.3% | $2,631+51.0% |
| Participant deferral / active EE | $10,005 | $6,636+50.8% | $7,997+25.1% | $4,212+137.5% |
| Admin fee / account holder | $7,736 | $8,568-9.7% | $13,435-42.4% | $7,344+5.3% |