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 | $176,505 | $109,413+61.3% | $156,263+13.0% | $84,808+108.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 17.25% | 20.18%-2.9pp | 59.47%-42.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,548 | $2,907+90.8% | $4,333+28.0% | $2,631+110.9% |
| Participant deferral / active EE | $7,652 | $4,590+66.7% | $6,158+24.3% | $4,212+81.7% |
| Admin fee / account holder | $41,181 | $9,357+340.1% | $14,255+188.9% | $7,344+460.8% |