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 | $200,925 | $81,460+146.7% | $103,333+94.4% | $80,856+148.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.50% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $11,398 | $3,105+267.1% | $3,868+194.7% | $2,755+313.8% |
| Participant deferral / active EE | $2,666 | $3,869-31.1% | $5,057-47.3% | $4,296-37.9% |
| Admin fee / account holder | $6,403 | $6,566-2.5% | $8,355-23.4% | $6,918-7.5% |