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 | $224,650 | $61,280+266.6% | $69,780+221.9% | $84,808+164.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.3%+20.7pp | 68.3%+31.7pp |
| Annual return | 14.08% | 12.93%+1.1pp | 26.31%-12.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $9,980 | $3,577+179.0% | $4,168+139.4% | $2,631+279.3% |
| Participant deferral / active EE | $12,062 | $3,756+221.2% | $6,164+95.7% | $4,212+186.4% |
| Admin fee / account holder | $4,467 | $6,026-25.9% | $7,285-38.7% | $7,344-39.2% |