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 | $212,492 | $83,477+154.6% | $125,175+69.8% | $72,985+191.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 23.01% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,743 | $2,345+59.6% | $3,865-3.2% | $2,440+53.4% |
| Participant deferral / active EE | $5,169 | $3,585+44.2% | $4,937+4.7% | $3,607+43.3% |
| Admin fee / account holder | $48,873 | $5,517+785.8% | $9,702+403.7% | $5,124+853.7% |