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 5-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 | $233,328 | $148,978+56.6% | $200,582+16.3% | $84,808+175.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 26.16% | 28.16%-2.0pp | 42.33%-16.2pp | 40.90%-14.7pp |
| Employer contribution / active EE | $6,430 | $4,815+33.5% | $6,419+0.2% | $2,631+144.4% |
| Participant deferral / active EE | $18,166 | $7,142+154.4% | $9,331+94.7% | $4,212+331.3% |
| Admin fee / account holder | $12,112 | $13,977-13.3% | $16,305-25.7% | $7,344+64.9% |