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 | $173,532 | $73,933+134.7% | $96,683+79.5% | $75,163+130.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.48% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $7,498 | $2,928+156.1% | $3,737+100.7% | $2,670+180.9% |
| Participant deferral / active EE | $11,421 | $3,659+212.2% | $4,878+134.1% | $4,125+176.9% |
| Admin fee / account holder | $4,469 | $5,216-14.3% | $6,730-33.6% | $5,651-20.9% |