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 | $183,644 | $81,248+126.0% | $155,509+18.1% | $80,856+127.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.08% | 33.31%-18.2pp | 64.67%-49.6pp | 35.59%-20.5pp |
| Employer contribution / active EE | $3,378 | $3,100+9.0% | $4,672-27.7% | $2,755+22.6% |
| Participant deferral / active EE | $3,866 | $3,452+12.0% | $5,626-31.3% | $4,296-10.0% |
| Admin fee / account holder | $6,695 | $7,997-16.3% | $15,912-57.9% | $6,918-3.2% |