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 | $200,384 | $58,512+242.5% | $84,015+138.5% | $72,985+174.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.77% | 28.93%-7.2pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,541 | $1,163+204.5% | $1,983+78.5% | $2,440+45.1% |
| Participant deferral / active EE | $4,335 | $2,394+81.1% | $3,239+33.8% | $3,607+20.2% |
| Admin fee / account holder | $4,775 | $4,569+4.5% | $6,101-21.7% | $5,124-6.8% |