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 | $170,480 | $77,634+119.6% | $156,549+8.9% | $62,891+171.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.46% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $6,619 | $3,444+92.2% | $5,501+20.3% | $2,281+190.2% |
| Participant deferral / active EE | $5,237 | $3,045+72.0% | $4,871+7.5% | $3,203+63.5% |
| Admin fee / account holder | $46,810 | $5,561+741.8% | $13,027+259.3% | $4,296+989.7% |