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 | $239,470 | $100,326+138.7% | $180,183+32.9% | $84,808+182.4% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 15.30% | 17.86%-2.6pp | 27.86%-12.6pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,699 | $3,269+104.9% | $5,039+32.9% | $2,631+154.6% |
| Participant deferral / active EE | $12,679 | $5,066+150.3% | $6,822+85.8% | $4,212+201.0% |
| Admin fee / account holder | $2,854 | $9,674-70.5% | $19,975-85.7% | $7,344-61.1% |