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 | $183,978 | $80,717+127.9% | $154,803+18.8% | $84,808+116.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.36% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,770 | $2,761+72.7% | $4,305+10.8% | $2,631+81.3% |
| Participant deferral / active EE | $3,526 | $3,303+6.7% | $5,540-36.4% | $4,212-16.3% |
| Admin fee / account holder | $2,540 | $6,746-62.3% | $14,329-82.3% | $7,344-65.4% |