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 | $194,095 | $148,978+30.3% | $200,582-3.2% | $84,808+128.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 25.72% | 28.16%-2.4pp | 42.33%-16.6pp | 40.90%-15.2pp |
| Employer contribution / active EE | $5,845 | $4,815+21.4% | $6,419-8.9% | $2,631+122.1% |
| Participant deferral / active EE | $14,322 | $7,142+100.5% | $9,331+53.5% | $4,212+240.1% |
| Admin fee / account holder | $7,772 | $13,977-44.4% | $16,305-52.3% | $7,344+5.8% |