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 | $189,568 | $192,717-1.6% | $142,449+33.1% | $139,434+36.0% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.99% | 17.99%-1.0pp | 19.99%-3.0pp | 372.94%-356.0pp |
| Employer contribution / active EE | $8,986 | $5,806+54.8% | $4,847+85.4% | $4,751+89.1% |
| Participant deferral / active EE | $14,594 | $7,208+102.5% | $6,283+132.3% | $6,710+117.5% |
| Admin fee / account holder | $30,077 | $15,124+98.9% | $10,011+200.4% | $11,403+163.8% |