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 | $213,809 | $76,367+180.0% | $93,606+128.4% | $72,985+193.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.30% | 25.82%-4.5pp | 32.76%-11.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $7,273 | $2,275+219.6% | $2,718+167.6% | $2,440+198.1% |
| Participant deferral / active EE | $4,573 | $3,538+29.3% | $4,069+12.4% | $3,607+26.8% |
| Admin fee / account holder | $3,641 | $6,838-46.8% | $7,888-53.8% | $5,124-28.9% |