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 | $170,747 | $80,717+111.5% | $154,803+10.3% | $84,808+101.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.64% | 37.96%-21.3pp | 58.88%-42.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $10,264 | $2,761+271.7% | $4,305+138.4% | $2,631+290.1% |
| Participant deferral / active EE | $6,844 | $3,303+107.2% | $5,540+23.5% | $4,212+62.5% |
| Admin fee / account holder | $4,322 | $6,746-35.9% | $14,329-69.8% | $7,344-41.2% |