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 | $216,005 | $127,065+70.0% | $113,168+90.9% | $142,382+51.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.24% | 24.03%-10.8pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,355 | $3,442+26.5% | $2,975+46.4% | $4,299+1.3% |
| Participant deferral / active EE | $3,609 | $5,716-36.9% | $5,107-29.3% | $6,507-44.5% |
| Admin fee / account holder | $3,778 | $15,736-76.0% | $12,068-68.7% | $12,624-70.1% |