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 | $198,916 | $109,359+81.9% | $162,163+22.7% | $72,985+172.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 27.94% | 25.46%+2.5pp | 115.59%-87.6pp | 81.00%-53.1pp |
| Employer contribution / active EE | $6,299 | $3,907+61.2% | $5,614+12.2% | $2,440+158.2% |
| Participant deferral / active EE | $10,193 | $5,481+86.0% | $7,298+39.7% | $3,607+182.6% |
| Admin fee / account holder | $1,110 | $7,972-86.1% | $10,843-89.8% | $5,124-78.3% |