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 | $208,310 | $81,460+155.7% | $103,333+101.6% | $80,856+157.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.82% | 25.55%-14.7pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,501 | $3,105+77.2% | $3,868+42.2% | $2,755+99.7% |
| Participant deferral / active EE | $13,969 | $3,869+261.1% | $5,057+176.2% | $4,296+225.2% |
| Admin fee / account holder | $2,021 | $6,566-69.2% | $8,355-75.8% | $6,918-70.8% |