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 | $213,870 | $109,413+95.5% | $156,263+36.9% | $84,808+152.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.75% | 20.18%-5.4pp | 59.47%-44.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $2,168 | $2,907-25.4% | $4,333-50.0% | $2,631-17.6% |
| Participant deferral / active EE | $4,139 | $4,590-9.8% | $6,158-32.8% | $4,212-1.7% |
| Admin fee / account holder | $1,628 | $9,357-82.6% | $14,255-88.6% | $7,344-77.8% |