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 | $193,755 | $101,724+90.5% | $164,813+17.6% | $80,856+139.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.96% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,262 | $2,953-23.4% | $4,341-47.9% | $2,755-17.9% |
| Participant deferral / active EE | $6,288 | $4,477+40.4% | $6,031+4.3% | $4,296+46.4% |
| Admin fee / account holder | $3,430 | $8,227-58.3% | $12,690-73.0% | $6,918-50.4% |