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 | $233,713 | $64,480+262.5% | $81,382+187.2% | $80,856+189.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 16.06% | 16.34%-0.3pp | 24.73%-8.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $7,239 | $1,978+265.9% | $2,463+193.9% | $2,755+162.8% |
| Participant deferral / active EE | $5,144 | $3,094+66.3% | $3,883+32.5% | $4,296+19.8% |
| Admin fee / account holder | $1,373 | $5,671-75.8% | $5,768-76.2% | $6,918-80.2% |