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 | $197,991 | $94,625+109.2% | $116,228+70.3% | $84,808+133.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 13.00% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,389 | $2,347+87.0% | $2,994+46.6% | $2,631+66.8% |
| Participant deferral / active EE | $3,633 | $3,972-8.5% | $4,953-26.6% | $4,212-13.7% |
| Admin fee / account holder | $2,401 | $10,091-76.2% | $11,989-80.0% | $7,344-67.3% |