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 | $205,378 | $72,277+184.2% | $101,248+102.8% | $79,858+157.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.57% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $5,483 | $2,692+103.7% | $3,660+49.8% | $2,471+121.9% |
| Participant deferral / active EE | $3,739 | $3,282+13.9% | $4,370-14.5% | $3,7400% |
| Admin fee / account holder | $1,626 | $4,400-63.1% | $5,945-72.7% | $5,306-69.4% |