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 | $211,457 | $109,881+92.4% | $150,045+40.9% | $84,808+149.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.35% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,182 | $3,561-66.8% | $4,693-74.8% | $2,631-55.1% |
| Participant deferral / active EE | $11,077 | $6,636+66.9% | $7,997+38.5% | $4,212+163.0% |
| Admin fee / account holder | $19,720 | $8,568+130.2% | $13,435+46.8% | $7,344+168.5% |