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 | $190,681 | $95,803+99.0% | $113,168+68.5% | $84,808+124.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 27.54% | 25.00%+2.5pp | 24.27%+3.3pp | 40.90%-13.4pp |
| Employer contribution / active EE | $3,390 | $2,360+43.6% | $2,975+13.9% | $2,631+28.8% |
| Participant deferral / active EE | $8,157 | $4,242+92.3% | $5,107+59.7% | $4,212+93.7% |
| Admin fee / account holder | $146,653 | $8,989+1531.5% | $12,068+1115.3% | $7,344+1897.0% |