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 | $179,069 | $45,073+297.3% | $69,455+157.8% | $72,985+145.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.40% | 22.65%-7.2pp | 28.97%-13.6pp | 81.00%-65.6pp |
| Employer contribution / active EE | $3,417 | $2,054+66.4% | $2,779+23.0% | $2,440+40.0% |
| Participant deferral / active EE | $5,912 | $2,602+127.2% | $3,535+67.2% | $3,607+63.9% |
| Admin fee / account holder | $12,859 | $3,056+320.8% | $3,839+234.9% | $5,124+150.9% |