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 | $229,863 | $87,135+163.8% | $206,214+11.5% | $116,875+96.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.4%+17.6pp | 74.5%+25.5pp |
| Annual return | 15.55% | 22.51%-7.0pp | -1.60%+17.1pp | 16.29%-0.7pp |
| Employer contribution / active EE | $15,690 | $3,046+415.1% | $5,967+162.9% | $3,288+377.2% |
| Participant deferral / active EE | $11,266 | $3,898+189.0% | $4,649+142.3% | $3,885+190.0% |
| Admin fee / account holder | $18,955 | $8,630+119.6% | $13,671+38.6% | $12,263+54.6% |