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 | $164,882 | $81,248+102.9% | $155,509+6.0% | $80,856+103.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.81% | 33.31%-20.5pp | 64.67%-51.9pp | 35.59%-22.8pp |
| Employer contribution / active EE | $6,011 | $3,100+93.9% | $4,672+28.6% | $2,755+118.2% |
| Participant deferral / active EE | $4,792 | $3,452+38.8% | $5,626-14.8% | $4,296+11.5% |
| Admin fee / account holder | $1,658 | $7,997-79.3% | $15,912-89.6% | $6,918-76.0% |