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 | $200,576 | $127,065+57.9% | $113,168+77.2% | $142,382+40.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.68% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,475 | $3,442+175.3% | $2,975+218.5% | $4,299+120.4% |
| Participant deferral / active EE | $9,188 | $5,716+60.7% | $5,107+79.9% | $6,507+41.2% |
| Admin fee / account holder | $14,368 | $15,736-8.7% | $12,068+19.1% | $12,624+13.8% |