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 | $197,439 | $76,367+158.5% | $93,606+110.9% | $72,985+170.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.64% | 25.82%-3.2pp | 32.76%-10.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $4,285 | $2,275+88.3% | $2,718+57.7% | $2,440+75.6% |
| Participant deferral / active EE | $5,028 | $3,538+42.1% | $4,069+23.6% | $3,607+39.4% |
| Admin fee / account holder | $3,295 | $6,838-51.8% | $7,888-58.2% | $5,124-35.7% |