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 | $202,832 | $95,803+111.7% | $113,168+79.2% | $84,808+139.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.65% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,724 | $2,360+57.8% | $2,975+25.2% | $2,631+41.6% |
| Participant deferral / active EE | $7,462 | $4,242+75.9% | $5,107+46.1% | $4,212+77.2% |
| Admin fee / account holder | $8,606 | $8,989-4.3% | $12,068-28.7% | $7,344+17.2% |