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 | $187,972 | $109,881+71.1% | $150,045+25.3% | $84,808+121.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.82% | 28.25%-7.4pp | 62.55%-41.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,884 | $3,561-47.1% | $4,693-59.9% | $2,631-28.4% |
| Participant deferral / active EE | $12,838 | $6,636+93.5% | $7,997+60.5% | $4,212+204.8% |
| Admin fee / account holder | $8,594 | $8,568+0.3% | $13,435-36.0% | $7,344+17.0% |