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 | $236,623 | $110,257+114.6% | $96,544+145.1% | $139,434+69.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.50% | 26.32%-11.8pp | 25.84%-11.3pp | 372.94%-358.4pp |
| Employer contribution / active EE | $4,160 | $3,620+14.9% | $2,965+40.3% | $4,751-12.4% |
| Participant deferral / active EE | $6,267 | $5,548+13.0% | $4,851+29.2% | $6,710-6.6% |
| Admin fee / account holder | $42,576 | $11,591+267.3% | $8,252+415.9% | $11,403+273.4% |