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 | $189,246 | $80,717+134.5% | $154,803+22.2% | $84,808+123.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.06% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,890 | $2,761+40.9% | $4,305-9.6% | $2,631+47.9% |
| Participant deferral / active EE | $12,481 | $3,303+277.8% | $5,540+125.3% | $4,212+196.3% |
| Admin fee / account holder | $2,888 | $6,746-57.2% | $14,329-79.8% | $7,344-60.7% |