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 | $232,699 | $148,978+56.2% | $200,582+16.0% | $84,808+174.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.38% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $7,857 | $4,815+63.2% | $6,419+22.4% | $2,631+198.7% |
| Participant deferral / active EE | $10,308 | $7,142+44.3% | $9,331+10.5% | $4,212+144.8% |
| Admin fee / account holder | $4,279 | $13,977-69.4% | $16,305-73.8% | $7,344-41.7% |