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 | $206,940 | $92,222+124.4% | $76,768+169.6% | $135,375+52.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.81% | 5.46%+1.3pp | 2.43%+4.4pp | 519.73%-512.9pp |
| Employer contribution / active EE | $7,352 | $3,216+128.6% | $2,485+195.8% | $4,779+53.9% |
| Participant deferral / active EE | $4,567 | $4,509+1.3% | $3,852+18.6% | $5,609-18.6% |
| Admin fee / account holder | $18,100 | $10,748+68.4% | $6,675+171.2% | $10,827+67.2% |