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 | $172,569 | $58,828+193.3% | $77,999+121.2% | $62,891+174.4% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.51% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,667 | $1,672+59.5% | $2,470+8.0% | $2,281+16.9% |
| Participant deferral / active EE | $4,447 | $2,686+65.6% | $3,497+27.2% | $3,203+38.8% |
| Admin fee / account holder | $2,810 | $4,393-36.0% | $5,480-48.7% | $4,296-34.6% |