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 | $213,138 | $138,347+54.1% | $184,203+15.7% | $80,856+163.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.69% | 20.02%-8.3pp | 28.81%-17.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $13,134 | $4,850+170.8% | $6,427+104.3% | $2,755+376.7% |
| Participant deferral / active EE | $5,840 | $7,071-17.4% | $9,131-36.0% | $4,296+35.9% |
| Admin fee / account holder | $3,302 | $10,483-68.5% | $13,901-76.2% | $6,918-52.3% |