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 | $178,466 | $80,673+121.2% | $101,326+76.1% | $84,808+110.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.25% | 38.95%-23.7pp | 36.82%-21.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,949 | $2,698+9.3% | $3,665-19.5% | $2,631+12.1% |
| Participant deferral / active EE | $5,756 | $6,840-15.8% | $7,994-28.0% | $4,212+36.7% |
| Admin fee / account holder | $19,579 | $12,784+53.1% | $11,185+75.0% | $7,344+166.6% |