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 | $243,676 | $101,724+139.5% | $164,813+47.9% | $80,856+201.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.43% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,411 | $2,953+15.5% | $4,341-21.4% | $2,755+23.8% |
| Participant deferral / active EE | $10,997 | $4,477+145.6% | $6,031+82.3% | $4,296+156.0% |
| Admin fee / account holder | $2,118 | $8,227-74.3% | $12,690-83.3% | $6,918-69.4% |