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 9-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 | $159,874 | $77,813+105.5% | $123,544+29.4% | $64,186+149.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.27% | 12.48%-4.2pp | 119.20%-110.9pp | 7.63%+0.6pp |
| Employer contribution / active EE | $7,646 | $3,014+153.7% | $4,628+65.2% | $2,381+221.1% |
| Participant deferral / active EE | $4,022 | $5,240-23.2% | $6,426-37.4% | $3,470+15.9% |
| Admin fee / account holder | $7,397 | $5,519+34.0% | $9,284-20.3% | $4,888+51.3% |