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 | $213,882 | $138,347+54.6% | $184,203+16.1% | $80,856+164.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.26% | 20.02%-8.8pp | 28.81%-17.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $5,752 | $4,850+18.6% | $6,427-10.5% | $2,755+108.8% |
| Participant deferral / active EE | $13,772 | $7,071+94.8% | $9,131+50.8% | $4,296+220.6% |
| Admin fee / account holder | $11,054 | $10,483+5.4% | $13,901-20.5% | $6,918+59.8% |