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 | $238,643 | $64,480+270.1% | $81,382+193.2% | $80,856+195.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 14.54% | 16.34%-1.8pp | 24.73%-10.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,579 | $1,978+80.9% | $2,463+45.3% | $2,755+29.9% |
| Participant deferral / active EE | $6,972 | $3,094+125.4% | $3,883+79.6% | $4,296+62.3% |
| Admin fee / account holder | $18,695 | $5,671+229.7% | $5,768+224.1% | $6,918+170.2% |