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 | $225,169 | $105,630+113.2% | $87,507+157.3% | $273,961-17.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.58% | 12.25%-3.7pp | 12.21%-3.6pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,309 | $3,141+37.2% | $2,550+69.0% | $4,869-11.5% |
| Participant deferral / active EE | $3,807 | $3,601+5.7% | $3,149+20.9% | $5,287-28.0% |
| Admin fee / account holder | $36,407 | $4,781+661.5% | $4,221+762.6% | $10,132+259.3% |