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 | $220,944 | $72,277+205.7% | $101,248+118.2% | $79,858+176.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.41% | 22.30%-4.9pp | 46.47%-29.1pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,724 | $2,692+112.7% | $3,660+56.4% | $2,471+131.7% |
| Participant deferral / active EE | $6,376 | $3,282+94.3% | $4,370+45.9% | $3,740+70.5% |
| Admin fee / account holder | $5,016 | $4,400+14.0% | $5,945-15.6% | $5,306-5.5% |