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 | $186,518 | $81,460+129.0% | $103,333+80.5% | $80,856+130.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.98% | 25.55%-10.6pp | 24.88%-9.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,915 | $3,105+154.9% | $3,868+104.6% | $2,755+187.3% |
| Participant deferral / active EE | $11,530 | $3,869+198.0% | $5,057+128.0% | $4,296+168.4% |
| Admin fee / account holder | $9,936 | $6,566+51.3% | $8,355+18.9% | $6,918+43.6% |