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 | $181,849 | $109,881+65.5% | $150,045+21.2% | $84,808+114.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.28% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,976 | $3,561+11.6% | $4,693-15.3% | $2,631+51.1% |
| Participant deferral / active EE | $7,002 | $6,636+5.5% | $7,997-12.4% | $4,212+66.3% |
| Admin fee / account holder | $12,643 | $8,568+47.6% | $13,435-5.9% | $7,344+72.2% |