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 | $193,252 | $95,803+101.7% | $113,168+70.8% | $84,808+127.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.27% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,262 | $2,360+38.2% | $2,975+9.6% | $2,631+24.0% |
| Participant deferral / active EE | $5,985 | $4,242+41.1% | $5,107+17.2% | $4,212+42.1% |
| Admin fee / account holder | $2,908 | $8,989-67.7% | $12,068-75.9% | $7,344-60.4% |