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 | $212,708 | $109,881+93.6% | $150,045+41.8% | $84,808+150.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $4,605 | $3,561+29.3% | $4,693-1.9% | $2,631+75.0% |
| Participant deferral / active EE | $9,107 | $6,636+37.2% | $7,997+13.9% | $4,212+116.2% |
| Admin fee / account holder | $6,401 | $8,568-25.3% | $13,435-52.4% | $7,344-12.8% |