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 | $241,573 | $60,892+296.7% | $82,389+193.2% | $84,808+184.8% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 16.54% | 37.29%-20.7pp | 28.67%-12.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $18,032 | $1,779+913.5% | $2,517+616.4% | $2,631+585.4% |
| Participant deferral / active EE | $11,233 | $3,179+253.4% | $4,155+170.4% | $4,212+166.7% |
| Admin fee / account holder | $5,727 | $5,467+4.7% | $7,231-20.8% | $7,344-22.0% |