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 | $206,954 | $73,933+179.9% | $96,683+114.1% | $75,163+175.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.13% | 26.70%-7.6pp | 35.69%-16.6pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,333 | $2,928+48.0% | $3,737+16.0% | $2,670+62.3% |
| Participant deferral / active EE | $6,392 | $3,659+74.7% | $4,878+31.0% | $4,125+55.0% |
| Admin fee / account holder | $9,837 | $5,216+88.6% | $6,730+46.2% | $5,651+74.1% |