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 4-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 | $193,812 | $117,841+64.5% | $102,423+89.2% | $145,922+32.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.80% | 31.65%-18.8pp | 29.32%-16.5pp | 561.29%-548.5pp |
| Employer contribution / active EE | $3,669 | $3,615+1.5% | $3,023+21.3% | $4,660-21.3% |
| Participant deferral / active EE | $7,588 | $5,731+32.4% | $5,053+50.2% | $6,688+13.5% |
| Admin fee / account holder | $18,266 | $13,326+37.1% | $9,451+93.3% | $13,397+36.3% |