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 | $199,327 | $86,929+129.3% | $102,423+94.6% | $80,856+146.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 20.32% | 18.88%+1.4pp | 29.32%-9.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $1,005 | $2,369-57.6% | $3,023-66.7% | $2,755-63.5% |
| Participant deferral / active EE | $6,783 | $4,118+64.7% | $5,053+34.2% | $4,296+57.9% |
| Admin fee / account holder | $37,900 | $8,049+370.9% | $9,451+301.0% | $6,918+447.8% |