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 | $192,629 | $102,605+87.7% | $145,661+32.2% | $84,808+127.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 77.2%+22.8pp | 68.3%+31.7pp |
| Annual return | 18.37% | 26.50%-8.1pp | 101.46%-83.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $4,335 | $3,325+30.4% | $4,238+2.3% | $2,631+64.8% |
| Participant deferral / active EE | $10,386 | $5,750+80.6% | $7,198+44.3% | $4,212+146.6% |
| Admin fee / account holder | $25,430 | $8,758+190.4% | $12,466+104.0% | $7,344+246.3% |