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 | $239,507 | $74,927+219.7% | $101,794+135.3% | $84,808+182.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.45% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,140 | $1,522+303.5% | $2,289+168.3% | $2,631+133.4% |
| Participant deferral / active EE | $5,766 | $3,099+86.1% | $4,084+41.2% | $4,212+36.9% |
| Admin fee / account holder | $17,335 | $6,514+166.1% | $8,777+97.5% | $7,344+136.1% |