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 | $198,864 | $80,968+145.6% | $96,544+106.0% | $75,163+164.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.67% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $4,343 | $2,282+90.4% | $2,965+46.5% | $2,670+62.7% |
| Participant deferral / active EE | $7,043 | $3,928+79.3% | $4,851+45.2% | $4,125+70.7% |
| Admin fee / account holder | $6,836 | $6,724+1.7% | $8,252-17.2% | $5,651+21.0% |