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 | $187,941 | $101,724+84.8% | $164,813+14.0% | $80,856+132.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 30.60% | 16.72%+13.9pp | 69.93%-39.3pp | 35.59%-5.0pp |
| Employer contribution / active EE | $5,121 | $2,953+73.4% | $4,341+18.0% | $2,755+85.9% |
| Participant deferral / active EE | $11,443 | $4,477+155.6% | $6,031+89.7% | $4,296+166.4% |
| Admin fee / account holder | $27,145 | $8,227+229.9% | $12,690+113.9% | $6,918+292.4% |