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 | $204,514 | $109,881+86.1% | $150,045+36.3% | $84,808+141.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.46% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,822 | $3,561-48.8% | $4,693-61.2% | $2,631-30.7% |
| Participant deferral / active EE | $12,290 | $6,636+85.2% | $7,997+53.7% | $4,212+191.8% |
| Admin fee / account holder | $11,513 | $8,568+34.4% | $13,435-14.3% | $7,344+56.8% |