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 | $184,499 | $124,881+47.7% | $209,409-11.9% | $116,875+57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.4%+19.6pp | 74.5%+25.5pp |
| Annual return | 26.38% | 14.56%+11.8pp | 159.49%-133.1pp | 16.29%+10.1pp |
| Employer contribution / active EE | $6,389 | $2,588+146.9% | $5,035+26.9% | $3,288+94.3% |
| Participant deferral / active EE | $11,665 | $3,793+207.6% | $4,230+175.8% | $3,885+200.3% |
| Admin fee / account holder | $17,301 | $12,933+33.8% | $16,474+5.0% | $12,263+41.1% |