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 | $171,853 | $80,717+112.9% | $154,803+11.0% | $84,808+102.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.90% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $8,513 | $2,761+208.3% | $4,305+97.7% | $2,631+223.6% |
| Participant deferral / active EE | $6,006 | $3,303+81.8% | $5,540+8.4% | $4,212+42.6% |
| Admin fee / account holder | $9,810 | $6,746+45.4% | $14,329-31.5% | $7,344+33.6% |