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 | $230,521 | $81,460+183.0% | $103,333+123.1% | $80,856+185.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 28.50% | 25.55%+3.0pp | 24.88%+3.6pp | 35.59%-7.1pp |
| Employer contribution / active EE | $6,039 | $3,105+94.5% | $3,868+56.1% | $2,755+119.2% |
| Participant deferral / active EE | $6,207 | $3,869+60.5% | $5,057+22.7% | $4,296+44.5% |
| Admin fee / account holder | $10,182 | $6,566+55.1% | $8,355+21.9% | $6,918+47.2% |