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 | $174,822 | $80,717+116.6% | $154,803+12.9% | $84,808+106.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.04% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,709 | $2,761+179.2% | $4,305+79.0% | $2,631+193.0% |
| Participant deferral / active EE | $6,167 | $3,303+86.7% | $5,540+11.3% | $4,212+46.4% |
| Admin fee / account holder | $5,173 | $6,746-23.3% | $14,329-63.9% | $7,344-29.6% |