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 | $173,537 | $81,460+113.0% | $103,333+67.9% | $80,856+114.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 16.76% | 25.55%-8.8pp | 24.88%-8.1pp | 35.59%-18.8pp |
| Employer contribution / active EE | $10,667 | $3,105+243.5% | $3,868+175.8% | $2,755+287.2% |
| Participant deferral / active EE | $5,072 | $3,869+31.1% | $5,057+0.3% | $4,296+18.1% |
| Admin fee / account holder | $9,627 | $6,566+46.6% | $8,355+15.2% | $6,918+39.2% |