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 | $219,302 | $81,460+169.2% | $103,333+112.2% | $80,856+171.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.81% | 25.55%-14.7pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,126 | $3,105+65.1% | $3,868+32.5% | $2,755+86.1% |
| Participant deferral / active EE | $3,346 | $3,869-13.5% | $5,057-33.8% | $4,296-22.1% |
| Admin fee / account holder | $23,228 | $6,566+253.7% | $8,355+178.0% | $6,918+235.8% |