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 | $213,619 | $109,413+95.2% | $156,263+36.7% | $84,808+151.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 13.33% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,630 | $2,907-9.5% | $4,333-39.3% | $2,631-0.1% |
| Participant deferral / active EE | $8,481 | $4,590+84.8% | $6,158+37.7% | $4,212+101.4% |
| Admin fee / account holder | $6,073 | $9,357-35.1% | $14,255-57.4% | $7,344-17.3% |