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 | $192,566 | $78,672+144.8% | $109,143+76.4% | $85,850+124.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 19.79% | 25.09%-5.3pp | 25.75%-6.0pp | 318.53%-298.7pp |
| Employer contribution / active EE | $6,200 | $2,735+126.7% | $3,722+66.6% | $2,565+141.7% |
| Participant deferral / active EE | $4,767 | $3,467+37.5% | $4,653+2.4% | $3,952+20.6% |
| Admin fee / account holder | $12,622 | $5,469+130.8% | $6,752+86.9% | $6,260+101.6% |