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 | $221,408 | $76,552+189.2% | $123,892+78.7% | $62,891+252.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.96% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,350 | $2,883-18.5% | $4,617-49.1% | $2,281+3.0% |
| Participant deferral / active EE | $5,191 | $4,840+7.3% | $5,984-13.3% | $3,203+62.1% |
| Admin fee / account holder | $1,231 | $4,826-74.5% | $8,357-85.3% | $4,296-71.4% |