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 | $196,749 | $95,803+105.4% | $113,168+73.9% | $84,808+132.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.39% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $6,133 | $2,360+159.9% | $2,975+106.1% | $2,631+133.1% |
| Participant deferral / active EE | $3,931 | $4,242-7.3% | $5,107-23.0% | $4,212-6.7% |
| Admin fee / account holder | $6,080 | $8,989-32.4% | $12,068-49.6% | $7,344-17.2% |