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 | $187,594 | $100,326+87.0% | $180,183+4.1% | $84,808+121.2% |
| Participation rate | 100.0% | 71.0%+29.0pp | 77.4%+22.6pp | 68.3%+31.7pp |
| Annual return | 15.80% | 17.86%-2.1pp | 27.86%-12.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,050 | $3,269-6.7% | $5,039-39.5% | $2,631+15.9% |
| Participant deferral / active EE | $10,771 | $5,066+112.6% | $6,822+57.9% | $4,212+155.7% |
| Admin fee / account holder | $10,970 | $9,674+13.4% | $19,975-45.1% | $7,344+49.4% |